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Atria Wealth Solutions, Inc.: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on BMY, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 57,977 BMY shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 57,977 shares
    Change vs previous 13F -103,860 shares

    0.06% of the 13F portfolio, value $2,690,569.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 161,837 shares
    Change vs previous 13F -28,841 shares

    0.12% of the 13F portfolio, value $9,870,444.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 190,678 shares
    Change vs previous 13F +21,516 shares

    0.12% of the 13F portfolio, value $10,784,749.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 169,162 shares
    Change vs previous 13F +1,986 shares

    0.1% of the 13F portfolio, value $8,752,446.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 167,176 shares
    Change vs previous 13F -28,277 shares

    0.08% of the 13F portfolio, value $6,942,809.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 195,453 shares
    Change vs previous 13F +7,808 shares

    0.12% of the 13F portfolio, value $10,599,394.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 187,645 shares
    Change vs previous 13F -7,494 shares

    0.12% of the 13F portfolio, value $9,627,996.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 195,139 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,325,906.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).