Skip to content

Physician Wealth Advisors, Inc.: BMY position timeline

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

Physician Wealth Advisors, Inc. held 640 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 640 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $36,877.

    13F-HR 0001795173-26-000004 filed by Physician Wealth Advisors, 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 632 shares
    Change vs previous 13F +155 shares

    0.01% of the 13F portfolio, value $38,331.

    13F-HR 0001795173-26-000003 filed by Physician Wealth Advisors, 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 477 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $25,730.

    13F-HR 0001795173-26-000001 filed by Physician Wealth Advisors, 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 275 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $12,403.

    13F-HR 0001795173-25-000005 filed by Physician Wealth Advisors, 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 256 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $11,851.

    13F-HR 0001795173-25-000003 filed by Physician Wealth Advisors, 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 211 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $12,869.

    13F-HR 0001795173-25-000002 filed by Physician Wealth Advisors, 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 179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,125.

    13F-HR 0001795173-25-000001 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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