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Orion Portfolio Solutions, LLC: BMY position timeline

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

Orion Portfolio Solutions, LLC held 49,551 BMY shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 49,551 shares
    Change vs previous 13F +6,618 shares

    0.03% of the 13F portfolio, value $3,022,110.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 42,933 shares
    Change vs previous 13F +3,436 shares

    0.02% of the 13F portfolio, value $2,428,331.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 39,497 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $2,043,531.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 39,817 shares
    Change vs previous 13F -3,543 shares

    0.02% of the 13F portfolio, value $1,653,619.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 43,360 shares
    Change vs previous 13F -3,205 shares

    0.03% of the 13F portfolio, value $2,351,433.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 46,565 shares
    Change vs previous 13F -24,834 shares

    0.03% of the 13F portfolio, value $2,411,605.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 71,399 shares
    Change vs previous 13F -9,450 shares

    0.05% of the 13F portfolio, value $4,143,967.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 80,849 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,170,296.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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