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Disclosery

Impact Partnership Wealth, LLC: BMY position timeline

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

Impact Partnership Wealth, LLC held 35,952 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 35,952 shares
    Change vs previous 13F +27,032 shares

    0.2% of the 13F portfolio, value $2,071,530.

    13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, 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 8,920 shares
    Change vs previous 13F -2,819 shares

    0.07% of the 13F portfolio, value $540,972.

    13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, 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 11,739 shares
    Change vs previous 13F -20,813 shares

    0.08% of the 13F portfolio, value $633,201.

    13F-HR 0001984555-26-000002 filed by Impact Partnership Wealth, 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 32,552 shares
    Change vs previous 13F +5,456 shares

    0.22% of the 13F portfolio, value $1,468,080.

    13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, 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 27,096 shares
    Change vs previous 13F +12,917 shares

    0.23% of the 13F portfolio, value $1,254,282.

    13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, 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 14,179 shares
    Change vs previous 13F -3,789 shares

    0.18% of the 13F portfolio, value $864,772.

    13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, 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 17,968 shares
    Change vs previous 13F -11 shares

    0.21% of the 13F portfolio, value $1,016,282.

    13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, 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 17,979 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $930,233.

    13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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