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Disclosery

Aureus Asset Management, LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aureus Asset Management, LLC on BMY, newest first. How the timeline and the estimate are built.

Aureus Asset Management, LLC held 3,535 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,535 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $203,687.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,689 shares
    Change vs previous 13F -15,997 shares

    0.01% of the 13F portfolio, value $223,738.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,686 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,061,863.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,686 shares
    Change vs previous 13F -34,384 shares

    0.06% of the 13F portfolio, value $887,839.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 54,070 shares
    Change vs previous 13F +17,036 shares

    0.16% of the 13F portfolio, value $2,502,900.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 37,034 shares
    Change vs previous 13F +31,975 shares

    0.16% of the 13F portfolio, value $2,258,704.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,059 shares
    Change vs previous 13F +166 shares

    0.02% of the 13F portfolio, value $286,137.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,893 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $253,164.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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