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Disclosery

Naviter Wealth, LLC: BMY position timeline

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

Naviter Wealth, LLC held 5,476 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,476 shares
    Change vs previous 13F +1,543 shares

    0.03% of the 13F portfolio, value $315,529.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 3,933 shares
    Change vs previous 13F -622 shares

    0.03% of the 13F portfolio, value $238,538.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 4,555 shares
    Change vs previous 13F -1,539 shares

    0.03% of the 13F portfolio, value $245,697.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 6,094 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $274,839.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 6,014 shares
    Change vs previous 13F -301 shares

    0.03% of the 13F portfolio, value $278,388.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 6,315 shares
    Change vs previous 13F -3,491 shares

    0.05% of the 13F portfolio, value $379,026.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 9,806 shares
    Change vs previous 13F -22,727 shares

    0.07% of the 13F portfolio, value $554,627.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 32,533 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,683,257.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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