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Disclosery

Sargent Investment Group, LLC: BMY position timeline

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

Sargent Investment Group, LLC held 36,270 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,270 shares
    Change vs previous 13F +340 shares

    0.25% of the 13F portfolio, value $2,089,868.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, 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 35,930 shares
    Change vs previous 13F +4,996 shares

    0.29% of the 13F portfolio, value $2,179,169.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, 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 30,934 shares
    Change vs previous 13F +5,246 shares

    0.21% of the 13F portfolio, value $1,668,561.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, 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 25,688 shares
    Change vs previous 13F +2,690 shares

    0.17% of the 13F portfolio, value $1,158,538.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, 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 22,998 shares
    Change vs previous 13F +3,260 shares

    0.14% of the 13F portfolio, value $1,030,779.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, 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 19,738 shares
    Change vs previous 13F +2,082 shares

    0.19% of the 13F portfolio, value $1,203,841.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, 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 17,656 shares
    Change vs previous 13F +8,387 shares

    0.16% of the 13F portfolio, value $977,436.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, 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 9,269 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $479,578.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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