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Disclosery

VALLEY NATIONAL ADVISERS INC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY NATIONAL ADVISERS INC on BMY, newest first. How the timeline and the estimate are built.

VALLEY NATIONAL ADVISERS INC held 4,661 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,661 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $268,570.

    13F-HR 0000773411-26-000006 filed by VALLEY NATIONAL ADVISERS INC
    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 4,719 shares
    Change vs previous 13F +503 shares

    0.04% of the 13F portfolio, value $286,000.

    13F-HR 0000773411-26-000002 filed by VALLEY NATIONAL ADVISERS INC
    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 4,216 shares
    Change vs previous 13F -1,675 shares

    0.03% of the 13F portfolio, value $227,000.

    13F-HR 0000773411-26-000001 filed by VALLEY NATIONAL ADVISERS INC
    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 5,891 shares
    Change vs previous 13F -28,312 shares

    0.04% of the 13F portfolio, value $265,000.

    13F-HR 0000773411-25-000006 filed by VALLEY NATIONAL ADVISERS INC
    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 34,203 shares
    Change vs previous 13F +334 shares

    0.26% of the 13F portfolio, value $1,582,000.

    13F-HR 0000773411-25-000004 filed by VALLEY NATIONAL ADVISERS INC
    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 33,869 shares
    Change vs previous 13F +2,021 shares

    0.37% of the 13F portfolio, value $2,065,000.

    13F-HR 0000773411-25-000002 filed by VALLEY NATIONAL ADVISERS INC
    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 31,848 shares
    Change vs previous 13F +26,486 shares

    0.32% of the 13F portfolio, value $1,800,000.

    13F-HR 0000773411-25-000001 filed by VALLEY NATIONAL ADVISERS INC
    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 5,362 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $277,000.

    13F-HR 0000773411-24-000005 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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