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Montz Harcus Wealth Management LLC: BMY position timeline

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

Montz Harcus Wealth Management LLC held 3,460 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,460 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $215,893.

    13F-HR 0002085853-26-001134 filed by Montz Harcus Wealth Management LLC
    Accepted , ingested