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Householder Group Estate & Retirement Specialist, LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on BMY, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 113 BMY shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 113 shares
    Change vs previous 13F -4,743 shares

    <0.01% of the 13F portfolio, value $6,000.

    13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 4,856 shares
    Change vs previous 13F -1,692 shares

    0.07% of the 13F portfolio, value $251,000.

    13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 6,548 shares
    Change vs previous 13F -1,238 shares

    0.08% of the 13F portfolio, value $271,000.

    13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 7,786 shares
    Change vs previous 13F -43 shares

    0.13% of the 13F portfolio, value $422,264.

    13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 7,829 shares
    Change vs previous 13F -335 shares

    0.13% of the 13F portfolio, value $401,000.

    13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 8,164 shares
    Change vs previous 13F -5,278 shares

    0.17% of the 13F portfolio, value $473,873.

    13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 13,442 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $932,000.

    13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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