Perigon Wealth Management, LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on BMY, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 67,767 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 67,767 sharesChange vs previous 13F -4,237 shares
0.06% of the 13F portfolio, value $3,904,751.
13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 72,004 sharesChange vs previous 13F -666 shares
0.08% of the 13F portfolio, value $4,367,023.
13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 72,670 sharesChange vs previous 13F +13,485 shares
0.07% of the 13F portfolio, value $3,919,797.
13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,185 sharesChange vs previous 13F +5,655 shares
0.05% of the 13F portfolio, value $2,669,225.
13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 53,530 sharesChange vs previous 13F -8,768 shares
0.06% of the 13F portfolio, value $2,477,908.
13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 62,298 sharesChange vs previous 13F +2,205 shares
0.1% of the 13F portfolio, value $3,799,533.
13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,093 sharesChange vs previous 13F +11,536 shares
0.08% of the 13F portfolio, value $3,388,052.
13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,557 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,512,312.
13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).