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Optimist Retirement Group LLC: BMY position timeline

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

Optimist Retirement Group LLC held 43,542 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,542 shares
    Change vs previous 13F -956 shares

    0.97% of the 13F portfolio, value $2,508,890.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement 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 44,498 shares
    Change vs previous 13F +1,568 shares

    1.19% of the 13F portfolio, value $2,698,804.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement 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 42,930 shares
    Change vs previous 13F -2,883 shares

    1.06% of the 13F portfolio, value $2,315,645.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement 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 45,813 shares
    Change vs previous 13F +4,952 shares

    0.93% of the 13F portfolio, value $2,066,145.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement 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 40,861 shares
    Change vs previous 13F +1,725 shares

    0.91% of the 13F portfolio, value $1,891,456.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement 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 39,136 shares
    Change vs previous 13F -3,792 shares

    1.19% of the 13F portfolio, value $2,386,905.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement 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 42,928 shares
    Change vs previous 13F -708 shares

    1.15% of the 13F portfolio, value $2,427,989.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement 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 43,636 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,257,706.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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