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Disclosery

Ethos Financial Group, LLC: BMY position timeline

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

Ethos Financial Group, LLC held 3,559 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 3,559 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $227,128.

    13F-HR 0001954242-26-000004 filed by Ethos Financial Group, 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 3,432 shares
    Change vs previous 13F +3,432 shares

    0.02% of the 13F portfolio, value $210,698.

    13F-HR 0001954242-26-000003 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -933 shares

    13F-HR 0001954242-25-000003 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 933 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $52,770.

    13F-HR 0001954242-25-000002 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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