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Brookwood Investment Group LLC: BMY position timeline

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

Brookwood Investment Group LLC held 25,571 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,571 shares
    Change vs previous 13F -35 shares

    0.17% of the 13F portfolio, value $1,473,401.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 25,606 shares
    Change vs previous 13F -9,419 shares

    0.2% of the 13F portfolio, value $1,553,004.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 35,025 shares
    Change vs previous 13F -1,217 shares

    0.23% of the 13F portfolio, value $1,889,248.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 36,242 shares
    Change vs previous 13F +1,284 shares

    0.21% of the 13F portfolio, value $1,634,514.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 34,958 shares
    Change vs previous 13F +6,972 shares

    0.26% of the 13F portfolio, value $1,618,210.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 27,986 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,706,847.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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