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Berkeley Capital Partners, LLC: BMY position timeline

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

Berkeley Capital Partners, LLC held 25,331 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,331 shares
    Change vs previous 13F +634 shares

    0.3% of the 13F portfolio, value $1,459,586.

    13F-HR 0001376474-26-000537 filed by Berkeley Capital Partners, 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 24,697 shares
    Change vs previous 13F -12,272 shares

    0.35% of the 13F portfolio, value $1,497,846.

    13F-HR 0001376474-26-000352 filed by Berkeley Capital Partners, 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 36,969 shares
    Change vs previous 13F -16,397 shares

    0.47% of the 13F portfolio, value $1,994,095.

    13F-HR 0001376474-26-000127 filed by Berkeley Capital Partners, 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 53,366 shares
    Change vs previous 13F +4,294 shares

    0.57% of the 13F portfolio, value $2,406,797.

    13F-HR 0001376474-25-000909 filed by Berkeley Capital Partners, 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 49,072 shares
    Change vs previous 13F +4,305 shares

    0.58% of the 13F portfolio, value $2,271,531.

    13F-HR 0001376474-25-000688 filed by Berkeley Capital Partners, 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 44,767 shares
    Change vs previous 13F +271 shares

    0.75% of the 13F portfolio, value $2,730,315.

    13F-HR 0001376474-25-000428 filed by Berkeley Capital Partners, 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 44,496 shares
    Change vs previous 13F -2,882 shares

    0.7% of the 13F portfolio, value $2,516,668.

    13F-HR 0001376474-25-000179 filed by Berkeley Capital Partners, 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 47,378 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,451,342.

    13F-HR 0001376474-24-000693 filed by Berkeley Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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