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Disclosery

Campbell Wealth Management: BMY position timeline

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

Campbell Wealth Management held 20,066 BMY shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,066 shares
    Change vs previous 13F +13,753 shares

    0.1% of the 13F portfolio, value $1,135,000.

    13F-HR 0001736648-25-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 6,313 shares
    Change vs previous 13F +6,313 shares

    0.03% of the 13F portfolio, value $327,000.

    13F-HR 0001736648-24-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -19,921 shares

    13F-HR 0001736648-24-000003 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-03-31
    13F 19,921 shares
    Change vs previous 13F +13,608 shares

    0.11% of the 13F portfolio, value $1,080,000.

    13F-HR 0001736648-24-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 6,313 shares
    Change vs previous 13F -13,770 shares

    0.04% of the 13F portfolio, value $324,000.

    13F-HR 0001736648-24-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 20,083 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,166,000.

    13F-HR 0001736648-23-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F/A 20,083 shares
    Change vs previous 13F -1,397 shares

    0.17% of the 13F portfolio, value $1,284,000.

    13F-HR/A 0001736648-23-000004 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 21,480 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,489,000.

    13F-HR 0001736648-23-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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