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Disclosery

Caprock Group, LLC: BMY position timeline

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

Caprock Group, LLC held 115,747 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,747 shares
    Change vs previous 13F -2,385 shares

    0.13% of the 13F portfolio, value $6,669,361.

    13F-HR 0001610769-26-000003 filed by Caprock 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 118,132 shares
    Change vs previous 13F +41,997 shares

    0.17% of the 13F portfolio, value $7,164,708.

    13F-HR 0001610769-26-000002 filed by Caprock 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 76,135 shares
    Change vs previous 13F +12,822 shares

    0.09% of the 13F portfolio, value $4,106,758.

    13F-HR 0001610769-26-000001 filed by Caprock 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 63,313 shares
    Change vs previous 13F -14,073 shares

    0.07% of the 13F portfolio, value $2,987,144.

    13F-HR 0001610769-25-000003 filed by Caprock 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 ended2025-03-31
    13F 77,386 shares
    Change vs previous 13F -1,047 shares

    0.14% of the 13F portfolio, value $4,719,779.

    13F-HR 0001085146-25-003265 filed by Caprock 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 ended2024-12-31
    13F 78,433 shares
    Change vs previous 13F +17,796 shares

    0.14% of the 13F portfolio, value $4,436,215.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 60,637 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,137,362.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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