Skip to content
Disclosery

Cove Private Wealth, LLC: BMY position timeline

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

Cove Private Wealth, LLC held 11,575 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,575 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $666,952.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 11,575 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $702,024.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 11,575 shares
    Change vs previous 13F -695 shares

    0.19% of the 13F portfolio, value $624,356.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 12,270 shares
    Change vs previous 13F -1,095 shares

    0.18% of the 13F portfolio, value $553,377.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 13,365 shares
    Change vs previous 13F +2,020 shares

    0.22% of the 13F portfolio, value $618,666.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 11,345 shares
    Change vs previous 13F +2,350 shares

    0.36% of the 13F portfolio, value $691,932.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, 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 8,995 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $508,757.

    13F-HR 0001172661-25-000218 filed by Cove Private Wealth, 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 8,995 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $465,401.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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