Ellsworth Advisors, LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellsworth Advisors, LLC on BMY, newest first. How the timeline and the estimate are built.
Ellsworth Advisors, LLC held 125,533 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 125,533 sharesChange vs previous 13F +3,836 shares
1.21% of the 13F portfolio, value $7,371,283.
13F-HR 0001843553-26-000004 filed by Ellsworth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 121,697 sharesChange vs previous 13F +5,782 shares
1.39% of the 13F portfolio, value $7,380,904.
13F-HR 0001843553-26-000003 filed by Ellsworth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 115,915 sharesChange vs previous 13F +9,938 shares
1.3% of the 13F portfolio, value $6,563,135.
13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 105,977 sharesChange vs previous 13F +4,485 shares
0.99% of the 13F portfolio, value $4,621,642.
13F-HR 0001843553-25-000008 filed by Ellsworth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 101,492 sharesChange vs previous 13F not available
1.14% of the 13F portfolio, value $4,698,056.
13F-HR 0001843553-25-000007 filed by Ellsworth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).