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Disclosery

Private Wealth Partners, LLC: BMY position timeline

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

Private Wealth Partners, LLC held 5,300 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 5,300 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $305,386.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 5,600 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $339,640.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 5,600 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $302,064.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 5,950 shares
    Change vs previous 13F -8,000 shares

    0.02% of the 13F portfolio, value $268,345.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, LLC
    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 13,950 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $645,746.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, LLC
    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 13,950 shares
    Change vs previous 13F +1,049 shares

    0.07% of the 13F portfolio, value $850,811.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, LLC
    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 12,901 shares
    Change vs previous 13F +91 shares

    0.06% of the 13F portfolio, value $729,681.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, LLC
    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 12,810 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $662,789.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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