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Disclosery

Haven Capital Group, Inc.: BMY position timeline

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

Haven Capital Group, Inc. held 5,958 BMY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,958 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $343,300.

    13F-HR/A 0001754960-26-000772 filed by Haven Capital Group, 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 5,958 shares
    Change vs previous 13F -65 shares

    0.34% of the 13F portfolio, value $361,352.

    13F-HR 0001754960-26-000279 filed by Haven Capital Group, 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 6,023 shares
    Change vs previous 13F -1,816 shares

    0.3% of the 13F portfolio, value $325,000.

    13F-HR 0001754960-26-000065 filed by Haven Capital Group, 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 7,839 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $354,000.

    13F-HR 0001754960-25-000772 filed by Haven Capital Group, 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 7,839 shares
    Change vs previous 13F -825 shares

    0.32% of the 13F portfolio, value $363,000.

    13F-HR 0001754960-25-000606 filed by Haven Capital Group, 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 8,664 shares
    Change vs previous 13F -412 shares

    0.58% of the 13F portfolio, value $528,000.

    13F-HR 0001754960-25-000304 filed by Haven Capital Group, 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 9,076 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $513,339.

    13F-HR 0001754960-25-000118 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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