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Disclosery

Wealth Quarterback LLC: BMY position timeline

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

Wealth Quarterback LLC held 26,938 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,938 shares
    Change vs previous 13F -164 shares

    0.48% of the 13F portfolio, value $1,552,140.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 27,102 shares
    Change vs previous 13F -5,720 shares

    0.65% of the 13F portfolio, value $1,643,723.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 32,822 shares
    Change vs previous 13F +3,080 shares

    0.64% of the 13F portfolio, value $1,770,423.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 29,742 shares
    Change vs previous 13F +4,299 shares

    0.52% of the 13F portfolio, value $1,341,348.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 25,443 shares
    Change vs previous 13F +7,603 shares

    0.56% of the 13F portfolio, value $1,177,747.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 17,840 shares
    Change vs previous 13F -1,087 shares

    0.61% of the 13F portfolio, value $1,088,068.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 18,927 shares
    Change vs previous 13F +443 shares

    0.5% of the 13F portfolio, value $1,070,535.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 18,484 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $956,367.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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