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Disclosery

waypoint wealth counsel: BMY position timeline

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

waypoint wealth counsel held 6,351 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,351 shares
    Change vs previous 13F -9,269 shares

    0.23% of the 13F portfolio, value $365,945.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 15,620 shares
    Change vs previous 13F -6,514 shares

    0.49% of the 13F portfolio, value $947,365.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 22,134 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,193,918.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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