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Gladstone Institutional Advisory LLC: BMY position timeline

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

Gladstone Institutional Advisory LLC held 67,905 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,905 shares
    Change vs previous 13F +361 shares

    0.12% of the 13F portfolio, value $3,912,699.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 67,544 shares
    Change vs previous 13F -22,632 shares

    0.15% of the 13F portfolio, value $4,096,584.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 90,176 shares
    Change vs previous 13F -9,545 shares

    0.18% of the 13F portfolio, value $4,864,111.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 99,721 shares
    Change vs previous 13F -13,550 shares

    0.17% of the 13F portfolio, value $4,497,396.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory LLC
    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 113,271 shares
    Change vs previous 13F +30,168 shares

    0.22% of the 13F portfolio, value $5,243,304.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
    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 83,103 shares
    Change vs previous 13F +18,049 shares

    0.24% of the 13F portfolio, value $5,068,428.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory LLC
    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 65,054 shares
    Change vs previous 13F -5,952 shares

    0.17% of the 13F portfolio, value $3,679,461.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory LLC
    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 71,006 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,673,871.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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