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B. Riley Wealth Advisors, Inc.: BMY position timeline

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

B. Riley Wealth Advisors, Inc. held 59,696 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,696 shares
    Change vs previous 13F +3,346 shares

    0.15% of the 13F portfolio, value $3,725,006.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,350 shares
    Change vs previous 13F +655 shares

    0.18% of the 13F portfolio, value $3,299,837.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    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 55,695 shares
    Change vs previous 13F -2,604 shares

    0.21% of the 13F portfolio, value $3,326,697.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 58,299 shares
    Change vs previous 13F -76,636 shares

    0.15% of the 13F portfolio, value $3,144,641.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 134,935 shares
    Change vs previous 13F -8,376 shares

    0.29% of the 13F portfolio, value $6,085,587.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 143,311 shares
    Change vs previous 13F -92,124 shares

    0.32% of the 13F portfolio, value $6,633,878.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    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 235,435 shares
    Change vs previous 13F +88,069 shares

    0.44% of the 13F portfolio, value $14,359,205.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 147,366 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,335,008.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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