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Disclosery

Waterloo Capital, L.P.: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on BMY, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 9,856 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 9,856 shares
    Change vs previous 13F -110 shares

    0.03% of the 13F portfolio, value $567,881.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 9,966 shares
    Change vs previous 13F +3,400 shares

    0.04% of the 13F portfolio, value $604,442.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 6,566 shares
    Change vs previous 13F -2,540 shares

    0.03% of the 13F portfolio, value $354,148.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 9,106 shares
    Change vs previous 13F -10,596 shares

    0.03% of the 13F portfolio, value $410,662.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 19,702 shares
    Change vs previous 13F -30,245 shares

    0.07% of the 13F portfolio, value $912,009.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 49,947 shares
    Change vs previous 13F +19,376 shares

    0.28% of the 13F portfolio, value $3,046,240.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 30,571 shares
    Change vs previous 13F +26,612 shares

    0.18% of the 13F portfolio, value $1,729,080.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 3,959 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $204,859.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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