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Disclosery

CAPITAL FINANCIAL GROUP INC\CO\ /ADV: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL FINANCIAL GROUP INC\CO\ /ADV on BMY, newest first. How the timeline and the estimate are built.

CAPITAL FINANCIAL GROUP INC\CO\ /ADV held 0 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -13,337 shares

    13F-HR 0002085853-26-000948 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    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.

  2. period ended2026-03-31
    13F 13,337 shares
    Change vs previous 13F +1,094 shares

    0.44% of the 13F portfolio, value $808,891.

    13F-HR 0002085853-26-000509 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    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 12,243 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $660,393.

    13F-HR 0002085853-26-000269 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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