Retirement Wealth Solutions LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Wealth Solutions LLC on BMY, newest first. How the timeline and the estimate are built.
Retirement Wealth Solutions LLC held 79 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 79 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $4,930.
13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
Accepted , ingested - period ended2026-06-3013F 80 sharesChange vs previous 13F -22 shares
<0.01% of the 13F portfolio, value $4,610.
13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions 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 102 sharesChange vs previous 13F +102 shares
<0.01% of the 13F portfolio, value $6,187.
13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions 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 0 sharesChange vs previous 13F -15 shares
13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 15 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $677.
13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).