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AVAII WEALTH MANAGEMENT, LLC: BMY position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 16,252 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,252 shares
    Change vs previous 13F -825 shares

    0.29% of the 13F portfolio, value $993,833.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,077 shares
    Change vs previous 13F -386 shares

    0.29% of the 13F portfolio, value $983,960.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH 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 ended2026-03-31
    13F 17,463 shares
    Change vs previous 13F +16 shares

    0.37% of the 13F portfolio, value $1,059,159.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH 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 ended2025-12-31
    13F 17,447 shares
    Change vs previous 13F +2,455 shares

    0.34% of the 13F portfolio, value $941,105.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH 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 ended2025-09-30
    13F 14,992 shares
    Change vs previous 13F -66,729 shares

    0.26% of the 13F portfolio, value $676,152.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH 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 ended2025-06-30
    13F 81,721 shares
    Change vs previous 13F +3,124 shares

    1.68% of the 13F portfolio, value $3,782,888.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH 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 ended2025-03-31
    13F/A 78,597 shares
    Change vs previous 13F +67,221 shares

    2.56% of the 13F portfolio, value $4,793,619.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH 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 ended2024-12-31
    13F 11,376 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $643,411.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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