HBK Sorce Advisory LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on BMY, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 40,142 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 40,142 sharesChange vs previous 13F +318 shares
0.05% of the 13F portfolio, value $2,554,260.
13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,824 sharesChange vs previous 13F +1,078 shares
0.05% of the 13F portfolio, value $2,236,492.
13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,746 sharesChange vs previous 13F +451 shares
0.06% of the 13F portfolio, value $2,401,844.
13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 38,295 sharesChange vs previous 13F +2,472 shares
0.04% of the 13F portfolio, value $1,670,040.
13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,823 sharesChange vs previous 13F -873 shares
0.04% of the 13F portfolio, value $1,658,262.
13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,696 sharesChange vs previous 13F +2,232 shares
0.07% of the 13F portfolio, value $2,238,069.
13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,464 sharesChange vs previous 13F -459 shares
0.06% of the 13F portfolio, value $1,949,290.
13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,923 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,806,930.
13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).