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Disclosery

Herold Advisors, Inc.: BMY position timeline

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

Herold Advisors, Inc. held 35,910 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,910 shares
    Change vs previous 13F -67 shares

    0.41% of the 13F portfolio, value $2,072,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 35,977 shares
    Change vs previous 13F -155 shares

    0.48% of the 13F portfolio, value $2,181,980.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 36,132 shares
    Change vs previous 13F -1,635 shares

    0.44% of the 13F portfolio, value $1,948,974.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 37,767 shares
    Change vs previous 13F +558 shares

    0.39% of the 13F portfolio, value $1,703,513.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, 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 37,209 shares
    Change vs previous 13F +536 shares

    0.36% of the 13F portfolio, value $1,722,443.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, 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 36,673 shares
    Change vs previous 13F +1,685 shares

    0.49% of the 13F portfolio, value $2,236,994.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, 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 34,988 shares
    Change vs previous 13F -1,409 shares

    0.43% of the 13F portfolio, value $1,979,323.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 36,397 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,883,493.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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