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Disclosery

HB Wealth Management, LLC: BMY position timeline

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

HB Wealth Management, LLC held 106,923 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,923 shares
    Change vs previous 13F -3,070 shares

    0.03% of the 13F portfolio, value $6,160,929.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 109,993 shares
    Change vs previous 13F +22,867 shares

    0.04% of the 13F portfolio, value $6,671,089.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 87,126 shares
    Change vs previous 13F +9,429 shares

    0.03% of the 13F portfolio, value $4,699,588.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 77,697 shares
    Change vs previous 13F +9,507 shares

    0.02% of the 13F portfolio, value $3,504,153.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 68,190 shares
    Change vs previous 13F -21,852 shares

    0.03% of the 13F portfolio, value $3,156,549.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 90,042 shares
    Change vs previous 13F +16,500 shares

    0.05% of the 13F portfolio, value $5,491,664.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 73,542 shares
    Change vs previous 13F +11,023 shares

    0.04% of the 13F portfolio, value $4,159,409.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 62,519 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,234,740.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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