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Disclosery

LMG Wealth Partners, LLC: BMY position timeline

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

LMG Wealth Partners, LLC held 54,001 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 54,001 shares
    Change vs previous 13F +1,029 shares

    0.5% of the 13F portfolio, value $3,111,538.

    13F-HR 0001951757-26-001238 filed by LMG Wealth Partners, 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 52,972 shares
    Change vs previous 13F +5,866 shares

    0.59% of the 13F portfolio, value $3,212,752.

    13F-HR 0001951757-26-000637 filed by LMG Wealth Partners, 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 47,106 shares
    Change vs previous 13F -5,146 shares

    0.47% of the 13F portfolio, value $2,540,898.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, 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 52,252 shares
    Change vs previous 13F +4,519 shares

    0.44% of the 13F portfolio, value $2,356,565.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, 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 47,733 shares
    Change vs previous 13F +991 shares

    0.45% of the 13F portfolio, value $2,209,561.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, 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 46,742 shares
    Change vs previous 13F +330 shares

    0.64% of the 13F portfolio, value $2,850,795.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, 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 46,412 shares
    Change vs previous 13F +923 shares

    0.57% of the 13F portfolio, value $2,625,063.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 45,489 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,353,601.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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