Skip to content
Disclosery

WEALTH EFFECTS LLC: BMY position timeline

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

WEALTH EFFECTS LLC held 13,775 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,775 shares
    Change vs previous 13F -100 shares

    0.21% of the 13F portfolio, value $793,716.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 13,875 shares
    Change vs previous 13F -1,800 shares

    0.3% of the 13F portfolio, value $841,519.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 15,675 shares
    Change vs previous 13F -1,551 shares

    0.26% of the 13F portfolio, value $845,510.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 17,226 shares
    Change vs previous 13F -425 shares

    0.25% of the 13F portfolio, value $776,880.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 17,651 shares
    Change vs previous 13F -125 shares

    0.31% of the 13F portfolio, value $817,052.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 17,776 shares
    Change vs previous 13F +2,924 shares

    0.46% of the 13F portfolio, value $1,084,141.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 14,852 shares
    Change vs previous 13F -225 shares

    0.3% of the 13F portfolio, value $840,044.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 15,077 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $780,097.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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