Fiduciary Group, LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on BMY, newest first. How the timeline and the estimate are built.
Fiduciary Group, LLC held 18,468 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 18,468 sharesChange vs previous 13F -934 shares
0.08% of the 13F portfolio, value $1,064,126.
13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 19,402 sharesChange vs previous 13F +364 shares
0.1% of the 13F portfolio, value $1,176,731.
13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 19,038 sharesChange vs previous 13F +1,135 shares
0.09% of the 13F portfolio, value $1,026,910.
13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 17,903 sharesChange vs previous 13F -1,160 shares
0.07% of the 13F portfolio, value $807,425.
13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 19,063 sharesChange vs previous 13F -1,309 shares
0.08% of the 13F portfolio, value $882,426.
13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,372 sharesChange vs previous 13F -500 shares
0.12% of the 13F portfolio, value $1,242,488.
13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,872 sharesChange vs previous 13F -2,873 shares
0.12% of the 13F portfolio, value $1,180,520.
13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,745 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,228,566.
13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).