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Coastwise Capital Group, LLC: BMY position timeline

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

Coastwise Capital Group, LLC held 28,961 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,961 shares
    Change vs previous 13F +470 shares

    0.97% of the 13F portfolio, value $1,668,756.

    13F-HR 0001934500-26-000007 filed by Coastwise Capital 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 28,491 shares
    Change vs previous 13F +70 shares

    0.96% of the 13F portfolio, value $1,727,983.

    13F-HR 0001934500-26-000006 filed by Coastwise Capital 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 28,421 shares
    Change vs previous 13F -1,804 shares

    0.77% of the 13F portfolio, value $1,533,025.

    13F-HR 0001934500-26-000005 filed by Coastwise Capital 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 30,225 shares
    Change vs previous 13F +4,540 shares

    0.96% of the 13F portfolio, value $1,363,142.

    13F-HR 0001934500-25-000011 filed by Coastwise Capital 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 ended2025-06-30
    13F 25,685 shares
    Change vs previous 13F +1,595 shares

    0.95% of the 13F portfolio, value $1,188,936.

    13F-HR 0001934500-25-000006 filed by Coastwise Capital 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 ended2025-03-31
    13F 24,090 shares
    Change vs previous 13F -2,600 shares

    1.24% of the 13F portfolio, value $1,469,252.

    13F-HR 0001934500-25-000004 filed by Coastwise Capital 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 ended2024-12-31
    13F 26,690 shares
    Change vs previous 13F -2,849 shares

    1.21% of the 13F portfolio, value $1,509,591.

    13F-HR 0001962780-25-000001 filed by Coastwise Capital Group, 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 29,539 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,528,356.

    13F-HR 0001934500-24-000012 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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