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Disclosery

QTR Family Wealth, LLC: BMY position timeline

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

QTR Family Wealth, LLC held 21,847 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,847 shares
    Change vs previous 13F -161 shares

    0.44% of the 13F portfolio, value $1,258,810.

    13F-HR 0002067954-26-000003 filed by QTR Family Wealth, 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 22,008 shares
    Change vs previous 13F +2,263 shares

    0.53% of the 13F portfolio, value $1,278,246.

    13F-HR 0002067954-26-000002 filed by QTR Family Wealth, 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 19,745 shares
    Change vs previous 13F +10,463 shares

    0.53% of the 13F portfolio, value $1,201,684.

    13F-HR 0002067954-26-000001 filed by QTR Family Wealth, 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 9,282 shares
    Change vs previous 13F +741 shares

    0.2% of the 13F portfolio, value $418,619.

    13F-HR 0002067954-25-000004 filed by QTR Family Wealth, 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 8,541 shares
    Change vs previous 13F +1,911 shares

    0.24% of the 13F portfolio, value $395,347.

    13F-HR 0002067954-25-000002 filed by QTR Family Wealth, 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 6,630 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $404,364.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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