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Disclosery

Dakota Wealth Management: BMY position timeline

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

Dakota Wealth Management held 38,103 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,103 shares
    Change vs previous 13F -1,730 shares

    0.04% of the 13F portfolio, value $2,195,518.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 39,833 shares
    Change vs previous 13F -4,482 shares

    0.05% of the 13F portfolio, value $2,415,903.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 44,315 shares
    Change vs previous 13F -5,904 shares

    0.04% of the 13F portfolio, value $2,390,347.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 50,219 shares
    Change vs previous 13F -9,659 shares

    0.05% of the 13F portfolio, value $2,264,862.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 59,878 shares
    Change vs previous 13F -218,671 shares

    0.06% of the 13F portfolio, value $2,771,775.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 278,549 shares
    Change vs previous 13F +18,256 shares

    0.4% of the 13F portfolio, value $16,988,681.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 260,293 shares
    Change vs previous 13F +205,772 shares

    0.34% of the 13F portfolio, value $14,722,184.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 54,521 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,820,919.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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