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Disclosery

Stonegate Investment Group, LLC: BMY position timeline

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

Stonegate Investment Group, LLC held 26,129 BMY shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 26,129 shares
    Change vs previous 13F +2,980 shares

    0.03% of the 13F portfolio, value $1,178,432.

    13F-HR 0001951757-25-001234 filed by Stonegate 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 ended2025-06-30
    13F 23,149 shares
    Change vs previous 13F -4,884 shares

    0.03% of the 13F portfolio, value $1,071,554.

    13F-HR 0001951757-25-000936 filed by Stonegate 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 ended2025-03-31
    13F 28,033 shares
    Change vs previous 13F +367 shares

    0.05% of the 13F portfolio, value $1,709,738.

    13F-HR 0001951757-25-000396 filed by Stonegate 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 ended2024-12-31
    13F 27,666 shares
    Change vs previous 13F +523 shares

    0.04% of the 13F portfolio, value $1,564,786.

    13F-HR 0001951757-25-000108 filed by Stonegate 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 ended2024-09-30
    13F 27,143 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $1,404,389.

    13F-HR 0001951757-24-001063 filed by Stonegate 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 ended2024-06-30
    13F 27,118 shares
    Change vs previous 13F -1,454 shares

    0.03% of the 13F portfolio, value $1,126,192.

    13F-HR 0001951757-24-000631 filed by Stonegate 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 ended2024-03-31
    13F 28,572 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $1,549,473.

    13F-HR 0001951757-24-000359 filed by Stonegate 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 ended2023-12-31
    13F 28,548 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,464,789.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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