Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on BMY, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 218,152 BMY shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 218,152 shares
    Change vs previous 13F -16,048 shares

    0.06% of the 13F portfolio, value $10,098,237.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, 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 234,200 shares
    Change vs previous 13F +15,977 shares

    0.09% of the 13F portfolio, value $14,283,861.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, 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 218,223 shares
    Change vs previous 13F +33,423 shares

    0.08% of the 13F portfolio, value $12,342,690.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, 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 184,800 shares
    Change vs previous 13F +25,720 shares

    0.06% of the 13F portfolio, value $9,561,555.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, 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 159,080 shares
    Change vs previous 13F +89,119 shares

    0.05% of the 13F portfolio, value $6,606,600.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, 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 69,961 shares
    Change vs previous 13F +2,336 shares

    0.03% of the 13F portfolio, value $3,793,964.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, 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 67,625 shares
    Change vs previous 13F -1,025 shares

    0.03% of the 13F portfolio, value $3,469,836.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, 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 68,650 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,984,453.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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