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Disclosery

Clearstead Advisors, LLC: BMY position timeline

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

Clearstead Advisors, LLC held 128,389 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,389 shares
    Change vs previous 13F -22,940 shares

    0.07% of the 13F portfolio, value $7,397,768.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 151,329 shares
    Change vs previous 13F +25,436 shares

    0.08% of the 13F portfolio, value $9,178,095.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 125,893 shares
    Change vs previous 13F +8,673 shares

    0.09% of the 13F portfolio, value $6,790,668.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 117,220 shares
    Change vs previous 13F -1,735 shares

    0.08% of the 13F portfolio, value $5,286,613.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 118,955 shares
    Change vs previous 13F +8,330 shares

    0.08% of the 13F portfolio, value $5,506,428.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 110,625 shares
    Change vs previous 13F -1,072 shares

    0.1% of the 13F portfolio, value $6,747,032.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 111,697 shares
    Change vs previous 13F -9,035 shares

    0.1% of the 13F portfolio, value $6,317,615.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 120,732 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,246,647.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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