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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

  1. period ended2026-06-30
    13F 125,533 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 121,697 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 115,915 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 105,977 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 101,492 shares
    Change 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), ingested

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