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Disclosery

Institute for Wealth Management, LLC.: BMY position timeline

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

Institute for Wealth Management, LLC. held 20,230 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,230 shares
    Change vs previous 13F -55 shares

    0.1% of the 13F portfolio, value $1,165,653.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, 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 20,285 shares
    Change vs previous 13F -166 shares

    0.13% of the 13F portfolio, value $1,230,286.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, 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 20,451 shares
    Change vs previous 13F -577 shares

    0.12% of the 13F portfolio, value $1,103,127.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, 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 21,028 shares
    Change vs previous 13F -1,382 shares

    0.1% of the 13F portfolio, value $948,352.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, 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 22,410 shares
    Change vs previous 13F -146 shares

    0.12% of the 13F portfolio, value $1,037,366.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, 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 22,556 shares
    Change vs previous 13F -3,334 shares

    0.18% of the 13F portfolio, value $1,375,713.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, 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 25,890 shares
    Change vs previous 13F -7,082 shares

    0.18% of the 13F portfolio, value $1,464,316.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, 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 32,972 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,705,953.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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