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Disclosery

WEALTH ALLIANCE, LLC: BMY position timeline

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

WEALTH ALLIANCE, LLC held 18,651 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,651 shares
    Change vs previous 13F -385 shares

    0.09% of the 13F portfolio, value $1,074,682.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 19,036 shares
    Change vs previous 13F -591 shares

    0.11% of the 13F portfolio, value $1,154,525.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 19,627 shares
    Change vs previous 13F +1,811 shares

    0.1% of the 13F portfolio, value $1,058,706.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 17,816 shares
    Change vs previous 13F -832 shares

    0.08% of the 13F portfolio, value $803,495.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 18,648 shares
    Change vs previous 13F -23,050 shares

    0.1% of the 13F portfolio, value $863,219.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 41,698 shares
    Change vs previous 13F -3,985 shares

    0.31% of the 13F portfolio, value $2,543,150.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 45,683 shares
    Change vs previous 13F -56 shares

    0.31% of the 13F portfolio, value $2,583,835.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 45,739 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,366,526.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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