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Joel Isaacson & Co., LLC: BMY position timeline

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

Joel Isaacson & Co., LLC held 37,637 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,637 shares
    Change vs previous 13F -374 shares

    0.06% of the 13F portfolio, value $2,168,666.

    13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., 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 38,011 shares
    Change vs previous 13F +5,976 shares

    0.08% of the 13F portfolio, value $2,305,387.

    13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., 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 32,035 shares
    Change vs previous 13F +299 shares

    0.06% of the 13F portfolio, value $1,727,951.

    13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., 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 31,736 shares
    Change vs previous 13F +6,138 shares

    0.05% of the 13F portfolio, value $1,431,302.

    13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., 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 25,598 shares
    Change vs previous 13F +2,386 shares

    0.05% of the 13F portfolio, value $1,184,915.

    13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., 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 23,212 shares
    Change vs previous 13F -1,181 shares

    0.06% of the 13F portfolio, value $1,415,706.

    13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., 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 24,393 shares
    Change vs previous 13F -2,571 shares

    0.06% of the 13F portfolio, value $1,379,687.

    13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., 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 26,964 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,395,140.

    13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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