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Disclosery

Summit Financial, LLC: BMY position timeline

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

Summit Financial, LLC held 91,557 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,557 shares
    Change vs previous 13F +4,285 shares

    0.06% of the 13F portfolio, value $5,275,528.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 87,272 shares
    Change vs previous 13F +15,121 shares

    0.07% of the 13F portfolio, value $5,293,026.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 72,151 shares
    Change vs previous 13F +7,498 shares

    0.06% of the 13F portfolio, value $3,891,803.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 64,653 shares
    Change vs previous 13F -13,046 shares

    0.04% of the 13F portfolio, value $2,915,860.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 77,699 shares
    Change vs previous 13F +58,818 shares

    0.08% of the 13F portfolio, value $3,596,708.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 18,881 shares
    Change vs previous 13F +4,648 shares

    0.03% of the 13F portfolio, value $1,151,535.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 14,233 shares
    Change vs previous 13F -1,916 shares

    0.03% of the 13F portfolio, value $805,040.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 16,149 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $835,539.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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