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Disclosery

Merit Financial Group, LLC: BMY position timeline

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

Merit Financial Group, LLC held 387,188 BMY shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 387,188 shares
    Change vs previous 13F +18,574 shares

    0.14% of the 13F portfolio, value $22,309,807.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 368,614 shares
    Change vs previous 13F +213,504 shares

    0.17% of the 13F portfolio, value $22,356,456.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 155,110 shares
    Change vs previous 13F +102,437 shares

    0.07% of the 13F portfolio, value $8,366,602.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 52,673 shares
    Change vs previous 13F +11,238 shares

    0.02% of the 13F portfolio, value $2,375,568.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 41,435 shares
    Change vs previous 13F -10,166 shares

    0.02% of the 13F portfolio, value $1,918,036.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 51,601 shares
    Change vs previous 13F +9,166 shares

    0.05% of the 13F portfolio, value $3,147,143.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 42,435 shares
    Change vs previous 13F +10,796 shares

    0.04% of the 13F portfolio, value $2,400,099.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 31,639 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,636,979.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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