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Fi3 FINANCIAL ADVISORS, LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on BMY, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 4,064 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,064 shares
    Change vs previous 13F -10,556 shares

    0.06% of the 13F portfolio, value $269,850.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL 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 14,620 shares
    Change vs previous 13F +4,340 shares

    0.26% of the 13F portfolio, value $886,681.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL 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 10,280 shares
    Change vs previous 13F +10,280 shares

    0.17% of the 13F portfolio, value $554,485.

    13F-HR 0001765380-26-000070 filed by Fi3 FINANCIAL 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,885 shares

    13F-HR 0001765380-25-000372 filed by Fi3 FINANCIAL ADVISORS, 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.

  5. period ended2025-03-31
    13F 3,885 shares
    Change vs previous 13F +330 shares

    0.1% of the 13F portfolio, value $236,918.

    13F-HR 0001765380-25-000210 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,555 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $201,044.

    13F-HR 0001765380-25-000076 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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