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Disclosery

Caldwell Trust Co: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Trust Co on BMY, newest first. How the timeline and the estimate are built.

Caldwell Trust Co held 30,189 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,189 shares
    Change vs previous 13F -2,960 shares

    0.14% of the 13F portfolio, value $1,739,490.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 33,149 shares
    Change vs previous 13F -435 shares

    0.18% of the 13F portfolio, value $2,010,487.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 33,584 shares
    Change vs previous 13F -1,587 shares

    0.16% of the 13F portfolio, value $1,811,521.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 35,171 shares
    Change vs previous 13F -1,458 shares

    0.15% of the 13F portfolio, value $1,586,212.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 36,629 shares
    Change vs previous 13F -1,209 shares

    0.17% of the 13F portfolio, value $1,695,556.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 37,838 shares
    Change vs previous 13F +135 shares

    0.25% of the 13F portfolio, value $2,307,740.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 37,703 shares
    Change vs previous 13F -1,264 shares

    0.22% of the 13F portfolio, value $2,132,482.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 38,967 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,016,153.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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