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Avantax Planning Partners, Inc.: BMY position timeline

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

Avantax Planning Partners, Inc. held 67,492 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,492 shares
    Change vs previous 13F +445 shares

    0.1% of the 13F portfolio, value $3,888,872.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 67,047 shares
    Change vs previous 13F -7,501 shares

    0.11% of the 13F portfolio, value $4,066,393.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 74,548 shares
    Change vs previous 13F +5,070 shares

    0.11% of the 13F portfolio, value $4,021,139.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 69,478 shares
    Change vs previous 13F +9,059 shares

    0.09% of the 13F portfolio, value $3,133,443.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 60,419 shares
    Change vs previous 13F +3,542 shares

    0.09% of the 13F portfolio, value $2,796,773.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 56,877 shares
    Change vs previous 13F -6,484 shares

    0.12% of the 13F portfolio, value $3,468,943.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 63,361 shares
    Change vs previous 13F +1,705 shares

    0.13% of the 13F portfolio, value $3,583,679.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 61,656 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,190,096.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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