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Disclosery

IEQ CAPITAL, LLC: BMY position timeline

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

IEQ CAPITAL, LLC held 1,252,740 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,252,740 shares
    Change vs previous 13F -468,885 shares

    0.33% of the 13F portfolio, value $72,182,850.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 1,721,625 shares
    Change vs previous 13F +267,368 shares

    0.48% of the 13F portfolio, value $104,416,537.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 1,454,257 shares
    Change vs previous 13F +1,128,547 shares

    0.23% of the 13F portfolio, value $78,442,652.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 325,710 shares
    Change vs previous 13F +168,346 shares

    0.04% of the 13F portfolio, value $14,689,520.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 157,364 shares
    Change vs previous 13F -15,159 shares

    0.04% of the 13F portfolio, value $7,284,416.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 172,523 shares
    Change vs previous 13F +37,362 shares

    0.08% of the 13F portfolio, value $10,522,212.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 135,161 shares
    Change vs previous 13F +38,895 shares

    0.07% of the 13F portfolio, value $7,644,698.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 96,266 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,980,796.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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