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Turtle Creek Wealth Advisors, LLC: BMY position timeline

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

Turtle Creek Wealth Advisors, LLC held 9,917 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,917 shares
    Change vs previous 13F -1,599 shares

    0.03% of the 13F portfolio, value $571,437.

    13F-HR 0001398344-26-012789 filed by Turtle Creek 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 11,516 shares
    Change vs previous 13F +2,741 shares

    0.05% of the 13F portfolio, value $698,469.

    13F-HR 0001398344-26-007299 filed by Turtle Creek 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 8,775 shares
    Change vs previous 13F +3,885 shares

    0.04% of the 13F portfolio, value $473,315.

    13F-HR 0001398344-26-001480 filed by Turtle Creek 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 4,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $220,524.

    13F-HR 0001398344-25-019966 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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