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Disclosery

Sowell Financial Services LLC: BMY position timeline

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

Sowell Financial Services LLC held 68,220 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,220 shares
    Change vs previous 13F -174 shares

    0.13% of the 13F portfolio, value $3,930,824.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 68,394 shares
    Change vs previous 13F +2,289 shares

    0.15% of the 13F portfolio, value $4,148,077.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 66,105 shares
    Change vs previous 13F +9,205 shares

    0.13% of the 13F portfolio, value $3,565,725.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 56,900 shares
    Change vs previous 13F +532 shares

    0.1% of the 13F portfolio, value $2,566,190.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 56,368 shares
    Change vs previous 13F +1,028 shares

    0.11% of the 13F portfolio, value $2,609,291.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 55,340 shares
    Change vs previous 13F -1,483 shares

    0.15% of the 13F portfolio, value $3,375,177.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 56,823 shares
    Change vs previous 13F -2,277 shares

    0.17% of the 13F portfolio, value $3,213,886.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 59,100 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,058,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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