Skip to content
Disclosery

Sheaff Brock Investment Advisors, LLC: BMY position timeline

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

Sheaff Brock Investment Advisors, LLC held 27,067 BMY shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 27,067 shares
    Change vs previous 13F -2,048 shares

    0.15% of the 13F portfolio, value $1,650,843.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 29,115 shares
    Change vs previous 13F -15,431 shares

    0.14% of the 13F portfolio, value $1,646,728.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 44,546 shares
    Change vs previous 13F +11,387 shares

    0.2% of the 13F portfolio, value $2,304,823.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 33,159 shares
    Change vs previous 13F -795 shares

    0.13% of the 13F portfolio, value $1,377,114.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 33,954 shares
    Change vs previous 13F +808 shares

    0.15% of the 13F portfolio, value $1,841,350.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 33,146 shares
    Change vs previous 13F -1,612 shares

    0.15% of the 13F portfolio, value $1,700,704.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 34,758 shares
    Change vs previous 13F -2,329 shares

    0.2% of the 13F portfolio, value $2,017,337.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 37,087 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,371,697.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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