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Waverly Advisors, LLC: BMY position timeline

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

Waverly Advisors, LLC held 349,560 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,560 shares
    Change vs previous 13F +263,590 shares

    0.12% of the 13F portfolio, value $20,141,634.

    13F-HR 0001398344-26-014582 filed by Waverly 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 85,970 shares
    Change vs previous 13F +28,502 shares

    0.04% of the 13F portfolio, value $5,214,028.

    13F-HR 0001398344-26-009223 filed by Waverly 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 57,468 shares
    Change vs previous 13F +13,939 shares

    0.03% of the 13F portfolio, value $3,099,844.

    13F-HR 0001398344-26-003224 filed by Waverly 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 43,529 shares
    Change vs previous 13F +4,006 shares

    0.02% of the 13F portfolio, value $1,963,158.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 39,523 shares
    Change vs previous 13F +126 shares

    0.02% of the 13F portfolio, value $1,829,525.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 39,397 shares
    Change vs previous 13F +7,298 shares

    0.03% of the 13F portfolio, value $2,402,846.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 32,099 shares
    Change vs previous 13F +18,722 shares

    0.03% of the 13F portfolio, value $1,815,514.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 13,377 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $692,116.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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