BigSur Wealth Management LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on BMY, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 15,200 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 15,200 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $875,824.
13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,200 sharesChange vs previous 13F -1,000 shares
0.26% of the 13F portfolio, value $921,880.
13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,200 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $873,828.
13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,200 sharesChange vs previous 13F -6,700 shares
0.18% of the 13F portfolio, value $730,620.
13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,900 sharesChange vs previous 13F -1,000 shares
0.27% of the 13F portfolio, value $1,060,041.
13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,900 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $1,457,661.
13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,900 sharesChange vs previous 13F -29,730 shares
0.39% of the 13F portfolio, value $1,351,784.
13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 53,630 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $2,774,816.
13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).