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Disclosery

RTD Financial Advisors, Inc.: BMY position timeline

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

RTD Financial Advisors, Inc. held 5,208 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,208 shares
    Change vs previous 13F -10,700 shares

    0.04% of the 13F portfolio, value $324,980.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,908 shares
    Change vs previous 13F -2,612 shares

    0.1% of the 13F portfolio, value $916,619.

    13F-HR 0002085853-26-000702 filed by RTD Financial 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 ended2026-03-31
    13F 18,520 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $1,123,238.

    13F-HR 0002085853-26-000354 filed by RTD Financial 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 ended2025-12-31
    13F 18,512 shares
    Change vs previous 13F -3,090 shares

    0.12% of the 13F portfolio, value $998,538.

    13F-HR 0002085853-26-000107 filed by RTD Financial 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 ended2025-09-30
    13F 21,602 shares
    Change vs previous 13F -3,246 shares

    0.12% of the 13F portfolio, value $974,251.

    13F-HR 0002085853-25-000083 filed by RTD Financial 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 ended2025-06-30
    13F 24,848 shares
    Change vs previous 13F +3,590 shares

    0.15% of the 13F portfolio, value $1,150,214.

    13F-HR 0001667731-25-000803 filed by RTD Financial 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 ended2025-03-31
    13F 21,258 shares
    Change vs previous 13F -4,894 shares

    0.17% of the 13F portfolio, value $1,296,526.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,152 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,479,158.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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