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MISSION WEALTH MANAGEMENT, LP: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on BMY, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 59,419 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,419 shares
    Change vs previous 13F +30,267 shares

    0.04% of the 13F portfolio, value $3,423,721.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 29,152 shares
    Change vs previous 13F -292 shares

    0.04% of the 13F portfolio, value $1,768,070.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 29,444 shares
    Change vs previous 13F +902 shares

    0.03% of the 13F portfolio, value $1,588,196.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 28,542 shares
    Change vs previous 13F -4,134 shares

    0.03% of the 13F portfolio, value $1,287,227.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,676 shares
    Change vs previous 13F -1,127 shares

    0.03% of the 13F portfolio, value $1,512,588.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 33,803 shares
    Change vs previous 13F +1,472 shares

    0.05% of the 13F portfolio, value $2,061,654.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,331 shares
    Change vs previous 13F -811 shares

    0.04% of the 13F portfolio, value $1,828,632.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 33,142 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,714,785.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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