Skip to content
Disclosery

Stone Summit Wealth LLC: BMY position timeline

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

Stone Summit Wealth LLC held 24,808 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,808 shares
    Change vs previous 13F +2,300 shares

    0.36% of the 13F portfolio, value $1,429,437.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 22,508 shares
    Change vs previous 13F +10,408 shares

    0.38% of the 13F portfolio, value $1,365,110.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 12,100 shares
    Change vs previous 13F +5,680 shares

    0.18% of the 13F portfolio, value $652,674.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 6,420 shares
    Change vs previous 13F -1,500 shares

    0.08% of the 13F portfolio, value $289,542.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 7,920 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $366,617.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 7,920 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $483,041.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 7,920 shares
    Change vs previous 13F -520 shares

    0.15% of the 13F portfolio, value $447,955.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 8,440 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $436,686.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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