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GRIES FINANCIAL LLC: BMY position timeline

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

GRIES FINANCIAL LLC held 50,378 BMY shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 50,378 shares
    Change vs previous 13F +722 shares

    0.36% of the 13F portfolio, value $2,272,048.

    13F-HR 0001213900-25-101113 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 49,656 shares
    Change vs previous 13F +676 shares

    0.42% of the 13F portfolio, value $2,298,576.

    13F-HR 0001213900-25-063702 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 48,980 shares
    Change vs previous 13F -2,267 shares

    0.58% of the 13F portfolio, value $2,987,290.

    13F-HR 0001213900-25-039607 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 51,247 shares
    Change vs previous 13F +33,832 shares

    0.51% of the 13F portfolio, value $2,898,530.

    13F-HR 0001213900-25-005821 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 17,415 shares
    Change vs previous 13F +267 shares

    0.17% of the 13F portfolio, value $901,052.

    13F-HR 0001213900-24-088867 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 17,148 shares
    Change vs previous 13F -50,969 shares

    0.15% of the 13F portfolio, value $712,156.

    13F-HR 0001213900-24-064624 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 68,117 shares
    Change vs previous 13F +26,338 shares

    0.62% of the 13F portfolio, value $3,693,985.

    13F-HR/A 0001213900-24-043516 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 41,779 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,143,680.

    13F-HR 0001213900-24-013205 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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