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Trace Wealth Advisors, LLC: BMY position timeline

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

Trace Wealth Advisors, LLC held 6,000 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,000 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $345,720.

    13F-HR 0001172661-26-002857 filed by Trace Wealth Advisors, 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 6,000 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $363,900.

    13F-HR 0001172661-26-001853 filed by Trace Wealth Advisors, 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 6,000 shares
    Change vs previous 13F -585 shares

    0.23% of the 13F portfolio, value $323,640.

    13F-HR 0001172661-26-000702 filed by Trace Wealth Advisors, 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 6,585 shares
    Change vs previous 13F -758 shares

    0.22% of the 13F portfolio, value $296,979.

    13F-HR 0001172661-25-004589 filed by Trace Wealth Advisors, 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 7,343 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $339,921.

    13F-HR 0001172661-25-003538 filed by Trace Wealth Advisors, 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 7,343 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $447,834.

    13F-HR 0001172661-25-002188 filed by Trace Wealth Advisors, 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 7,342 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $415,280.

    13F-HR 0001172661-25-001111 filed by Trace Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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