Skip to content
Disclosery

Valeo Financial Advisors, LLC: BMY position timeline

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

Valeo Financial Advisors, LLC held 36,135 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,135 shares
    Change vs previous 13F +6,351 shares

    0.05% of the 13F portfolio, value $2,254,815.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,784 shares
    Change vs previous 13F +753 shares

    0.04% of the 13F portfolio, value $1,716,167.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 29,031 shares
    Change vs previous 13F -2,299 shares

    0.04% of the 13F portfolio, value $1,760,726.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 31,330 shares
    Change vs previous 13F +442 shares

    0.04% of the 13F portfolio, value $1,689,939.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 30,888 shares
    Change vs previous 13F -651 shares

    0.03% of the 13F portfolio, value $1,393,062.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 31,539 shares
    Change vs previous 13F -22,573 shares

    0.04% of the 13F portfolio, value $1,459,927.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 54,112 shares
    Change vs previous 13F +193 shares

    0.06% of the 13F portfolio, value $2,160,709.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 53,919 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,994,218.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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