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Disclosery

BAKER TILLY WEALTH MANAGEMENT, LLC: BMY position timeline

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

BAKER TILLY WEALTH MANAGEMENT, LLC held 5,255 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,255 shares
    Change vs previous 13F +91 shares

    0.07% of the 13F portfolio, value $327,891.

    13F-HR 0001840565-26-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,164 shares
    Change vs previous 13F -360 shares

    0.06% of the 13F portfolio, value $297,550.

    13F-HR 0001840565-26-000003 filed by BAKER TILLY 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 5,524 shares
    Change vs previous 13F -291 shares

    0.08% of the 13F portfolio, value $335,031.

    13F-HR 0001840565-26-000002 filed by BAKER TILLY 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 5,815 shares
    Change vs previous 13F -713 shares

    0.08% of the 13F portfolio, value $313,643.

    13F-HR 0001840565-26-000001 filed by BAKER TILLY 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 6,528 shares
    Change vs previous 13F +634 shares

    0.07% of the 13F portfolio, value $294,402.

    13F-HR 0001840565-25-000007 filed by BAKER TILLY 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 5,894 shares
    Change vs previous 13F -1,062 shares

    0.1% of the 13F portfolio, value $272,817.

    13F-HR 0001840565-25-000005 filed by BAKER TILLY 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 6,956 shares
    Change vs previous 13F +911 shares

    0.17% of the 13F portfolio, value $424,260.

    13F-HR 0001840565-25-000002 filed by BAKER TILLY 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 6,045 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $341,880.

    13F-HR 0001840565-25-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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