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Disclosery

Capital Asset Advisory Services LLC: BMY position timeline

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

Capital Asset Advisory Services LLC held 46,813 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,813 shares
    Change vs previous 13F +2,799 shares

    0.1% of the 13F portfolio, value $2,697,350.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 44,014 shares
    Change vs previous 13F -15,461 shares

    0.1% of the 13F portfolio, value $2,602,568.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 59,475 shares
    Change vs previous 13F +2,110 shares

    0.13% of the 13F portfolio, value $3,236,633.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 57,365 shares
    Change vs previous 13F +10,291 shares

    0.11% of the 13F portfolio, value $2,587,149.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 47,074 shares
    Change vs previous 13F +1,069 shares

    0.1% of the 13F portfolio, value $2,236,508.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 46,005 shares
    Change vs previous 13F -2,293 shares

    0.14% of the 13F portfolio, value $2,741,877.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 48,298 shares
    Change vs previous 13F +83 shares

    0.13% of the 13F portfolio, value $2,732,235.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 48,215 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,530,318.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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