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High Net Worth Advisory Group LLC: BMY position timeline

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

High Net Worth Advisory Group LLC held 4,002 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 4,002 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $230,595.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 4,002 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $242,721.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 4,136 shares
    Change vs previous 13F -1,300 shares

    0.05% of the 13F portfolio, value $223,096.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 5,436 shares
    Change vs previous 13F -6,405 shares

    0.06% of the 13F portfolio, value $245,164.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 11,841 shares
    Change vs previous 13F -5,435 shares

    0.15% of the 13F portfolio, value $548,121.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 17,276 shares
    Change vs previous 13F +302 shares

    0.3% of the 13F portfolio, value $1,053,670.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 16,974 shares
    Change vs previous 13F +5,040 shares

    0.27% of the 13F portfolio, value $960,049.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 11,934 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $617,466.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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