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Disclosery

Vest Financial, LLC: BMY position timeline

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

Vest Financial, LLC held 36,383 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,383 shares
    Change vs previous 13F +588 shares

    0.02% of the 13F portfolio, value $2,096,388.

    13F-HR 0001709632-26-000006 filed by Vest 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 35,795 shares
    Change vs previous 13F -1,699 shares

    0.03% of the 13F portfolio, value $2,170,966.

    13F-HR 0001709632-26-000004 filed by Vest 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 37,494 shares
    Change vs previous 13F +8,335 shares

    0.03% of the 13F portfolio, value $2,022,427.

    13F-HR 0001709632-26-000002 filed by Vest 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 29,159 shares
    Change vs previous 13F +5,610 shares

    0.02% of the 13F portfolio, value $1,315,072.

    13F-HR 0001709632-25-000006 filed by Vest 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 23,549 shares
    Change vs previous 13F +6,637 shares

    0.02% of the 13F portfolio, value $1,090,083.

    13F-HR 0001085146-25-004177 filed by Vest 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 16,912 shares
    Change vs previous 13F +7,166 shares

    0.02% of the 13F portfolio, value $1,031,462.

    13F-HR 0001085146-25-002044 filed by Vest 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 9,746 shares
    Change vs previous 13F +1,271 shares

    0.01% of the 13F portfolio, value $551,233.

    13F-HR 0001085146-25-000544 filed by Vest 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 8,475 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $438,496.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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