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Beacon Pointe Advisors, LLC: BMY position timeline

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

Beacon Pointe Advisors, LLC held 232,697 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,697 shares
    Change vs previous 13F -13,371 shares

    0.06% of the 13F portfolio, value $13,408,026.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 246,068 shares
    Change vs previous 13F +64,933 shares

    0.08% of the 13F portfolio, value $14,924,047.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 181,135 shares
    Change vs previous 13F +7,105 shares

    0.07% of the 13F portfolio, value $9,770,418.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 174,030 shares
    Change vs previous 13F -25,130 shares

    0.07% of the 13F portfolio, value $7,848,773.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 199,160 shares
    Change vs previous 13F -9,740 shares

    0.1% of the 13F portfolio, value $9,219,098.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 208,900 shares
    Change vs previous 13F +1,579 shares

    0.14% of the 13F portfolio, value $12,740,820.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 207,321 shares
    Change vs previous 13F -7,300 shares

    0.13% of the 13F portfolio, value $11,726,084.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 214,621 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,104,497.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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