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Independent Advisor Alliance: BMY position timeline

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

Independent Advisor Alliance held 97,475 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,475 shares
    Change vs previous 13F +5,727 shares

    0.13% of the 13F portfolio, value $5,616,496.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 91,748 shares
    Change vs previous 13F +10,313 shares

    0.06% of the 13F portfolio, value $5,564,516.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 81,435 shares
    Change vs previous 13F -6,200 shares

    0.11% of the 13F portfolio, value $4,392,629.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 87,635 shares
    Change vs previous 13F +13,950 shares

    0.1% of the 13F portfolio, value $3,952,355.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 73,685 shares
    Change vs previous 13F -2,388 shares

    0.1% of the 13F portfolio, value $3,410,869.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 76,073 shares
    Change vs previous 13F +5,024 shares

    0.15% of the 13F portfolio, value $4,639,725.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 71,049 shares
    Change vs previous 13F +25,330 shares

    0.05% of the 13F portfolio, value $4,018,564.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 45,719 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,365,555.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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