Skip to content
Disclosery

Plan Group Financial, LLC: BMY position timeline

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

Plan Group Financial, LLC held 11,399 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,399 shares
    Change vs previous 13F +1,390 shares

    0.14% of the 13F portfolio, value $656,793.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 10,009 shares
    Change vs previous 13F +1,049 shares

    0.14% of the 13F portfolio, value $607,046.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 8,960 shares
    Change vs previous 13F +4,417 shares

    0.13% of the 13F portfolio, value $483,283.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 4,543 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $204,881.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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