Skip to content
Disclosery

PDS Planning, Inc: BMY position timeline

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

PDS Planning, Inc held 6,958 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,958 shares
    Change vs previous 13F -58 shares

    0.02% of the 13F portfolio, value $400,942.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 7,016 shares
    Change vs previous 13F +464 shares

    0.03% of the 13F portfolio, value $425,520.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 6,552 shares
    Change vs previous 13F +365 shares

    0.02% of the 13F portfolio, value $353,439.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 6,187 shares
    Change vs previous 13F -1,713 shares

    0.02% of the 13F portfolio, value $279,041.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 7,900 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $365,701.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 7,851 shares
    Change vs previous 13F +1,115 shares

    0.04% of the 13F portfolio, value $478,843.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 6,736 shares
    Change vs previous 13F +1,222 shares

    0.03% of the 13F portfolio, value $380,997.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 5,514 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $285,292.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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