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Disclosery

Finer Wealth Management, Inc.: BMY position timeline

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

Finer Wealth Management, Inc. held 5,007 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,007 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $288,483.

    13F-HR 0001929071-26-000004 filed by Finer Wealth Management, 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 5,002 shares
    Change vs previous 13F -408 shares

    0.15% of the 13F portfolio, value $303,375.

    13F-HR 0001929071-26-000002 filed by Finer Wealth Management, 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 5,410 shares
    Change vs previous 13F -995 shares

    0.14% of the 13F portfolio, value $291,839.

    13F-HR 0001929071-26-000001 filed by Finer Wealth Management, 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 6,405 shares
    Change vs previous 13F -4,593 shares

    0.14% of the 13F portfolio, value $288,868.

    13F-HR 0001929071-25-000002 filed by Finer Wealth Management, 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 10,998 shares
    Change vs previous 13F -2,049 shares

    0.27% of the 13F portfolio, value $509,079.

    13F-HR 0001221073-25-000078 filed by Finer Wealth Management, 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 13,047 shares
    Change vs previous 13F -2,804 shares

    0.48% of the 13F portfolio, value $795,736.

    13F-HR 0001221073-25-000054 filed by Finer Wealth Management, 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 15,851 shares
    Change vs previous 13F -3,668 shares

    0.51% of the 13F portfolio, value $896,560.

    13F-HR 0001221073-25-000035 filed by Finer Wealth Management, 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 19,519 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,009,900.

    13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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