Carl P. Sherr & Co., LLC: BMY position timeline

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

Carl P. Sherr & Co., LLC held 3,552 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 3,552 shares
Change vs previous 13F -3,916 shares
0.09% of the 13F portfolio, value $204,693.
13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., LLC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,468 shares
Change vs previous 13F +532 shares
0.21% of the 13F portfolio, value $452,941.
13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,936 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $381,852.
13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).