Skip to content

FormulaFolio Investments, LLC: BMY position timeline

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

FormulaFolio Investments, LLC held 80 BMY shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 80 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 80 shares
    Change vs previous 13F -57,818 shares

    <0.01% of the 13F portfolio, value $5,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 57,898 shares
    Change vs previous 13F +46,101 shares

    0.08% of the 13F portfolio, value $3,591,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 11,797 shares
    Change vs previous 13F -795 shares

    0.03% of the 13F portfolio, value $711,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 12,592 shares
    Change vs previous 13F +3,929 shares

    0.03% of the 13F portfolio, value $740,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 8,663 shares
    Change vs previous 13F -110 shares

    0.03% of the 13F portfolio, value $483,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 8,773 shares
    Change vs previous 13F +1,605 shares

    0.02% of the 13F portfolio, value $563,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 7,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $363,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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