Skip to content
Disclosery

Ethic Inc.: BMY position timeline

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

Ethic Inc. held 270,904 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,904 shares
    Change vs previous 13F +39,266 shares

    0.19% of the 13F portfolio, value $15,609,476.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 231,638 shares
    Change vs previous 13F +19,336 shares

    0.22% of the 13F portfolio, value $14,048,842.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 212,302 shares
    Change vs previous 13F +8,347 shares

    0.18% of the 13F portfolio, value $11,451,565.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 203,955 shares
    Change vs previous 13F +102,199 shares

    0.15% of the 13F portfolio, value $9,198,352.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 101,756 shares
    Change vs previous 13F -12,281 shares

    0.08% of the 13F portfolio, value $4,716,392.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 114,037 shares
    Change vs previous 13F -60,387 shares

    0.14% of the 13F portfolio, value $6,790,918.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 174,424 shares
    Change vs previous 13F +6,044 shares

    0.2% of the 13F portfolio, value $9,865,446.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 168,380 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,131,239.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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