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Steward Partners Investment Advisory, LLC: BMY position timeline

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

Steward Partners Investment Advisory, LLC held 277,131 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,131 shares
    Change vs previous 13F +32,996 shares

    0.08% of the 13F portfolio, value $15,968,294.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 244,135 shares
    Change vs previous 13F +57,376 shares

    0.08% of the 13F portfolio, value $14,806,783.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 186,759 shares
    Change vs previous 13F +56,506 shares

    0.06% of the 13F portfolio, value $10,073,803.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 130,253 shares
    Change vs previous 13F -19,657 shares

    0.03% of the 13F portfolio, value $5,874,457.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 149,910 shares
    Change vs previous 13F -16,278 shares

    0.05% of the 13F portfolio, value $6,939,346.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 166,188 shares
    Change vs previous 13F +9,437 shares

    0.09% of the 13F portfolio, value $10,135,794.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 156,751 shares
    Change vs previous 13F +7,624 shares

    0.08% of the 13F portfolio, value $8,865,829.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 149,127 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,715,823.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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