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Disclosery

Belpointe Asset Management LLC: BMY position timeline

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

Belpointe Asset Management LLC held 125,071 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,071 shares
    Change vs previous 13F +2,303 shares

    0.24% of the 13F portfolio, value $7,206,675.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 122,768 shares
    Change vs previous 13F +3,132 shares

    0.27% of the 13F portfolio, value $7,445,900.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 ended2025-12-31
    13F 119,636 shares
    Change vs previous 13F +16,388 shares

    0.23% of the 13F portfolio, value $6,453,179.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 ended2025-09-30
    13F 103,248 shares
    Change vs previous 13F +30,833 shares

    0.18% of the 13F portfolio, value $4,656,528.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 ended2025-06-30
    13F 72,415 shares
    Change vs previous 13F -24,163 shares

    0.14% of the 13F portfolio, value $3,352,107.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 ended2025-03-31
    13F 96,578 shares
    Change vs previous 13F -91,863 shares

    0.31% of the 13F portfolio, value $5,890,328.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 ended2024-12-31
    13F 188,441 shares
    Change vs previous 13F -6,943 shares

    0.57% of the 13F portfolio, value $9,412,673.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset 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 ended2024-09-30
    13F 195,384 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $10,109,209.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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