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Catherine Avery Investment Management LLC: BMY position timeline

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

Catherine Avery Investment Management LLC held 47,019 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,019 shares
    Change vs previous 13F -72,888 shares

    2.53% of the 13F portfolio, value $2,933,966.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,907 shares
    Change vs previous 13F +15,044 shares

    3.02% of the 13F portfolio, value $6,909,041.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 104,863 shares
    Change vs previous 13F +12,024 shares

    2.85% of the 13F portfolio, value $6,359,941.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 92,839 shares
    Change vs previous 13F +183 shares

    3% of the 13F portfolio, value $5,007,736.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 92,656 shares
    Change vs previous 13F +17,675 shares

    2.69% of the 13F portfolio, value $4,178,786.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 74,981 shares
    Change vs previous 13F +8,713 shares

    2.64% of the 13F portfolio, value $3,470,870.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 66,268 shares
    Change vs previous 13F +4,988 shares

    3.62% of the 13F portfolio, value $4,041,685.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 61,280 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $3,465,997.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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