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Disclosery

XML Financial, LLC: BMY position timeline

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

XML Financial, LLC held 46,441 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,441 shares
    Change vs previous 13F -5,040 shares

    0.19% of the 13F portfolio, value $2,675,933.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 51,481 shares
    Change vs previous 13F -2,008 shares

    0.25% of the 13F portfolio, value $3,122,326.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 53,489 shares
    Change vs previous 13F -5,573 shares

    0.24% of the 13F portfolio, value $2,885,213.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 59,062 shares
    Change vs previous 13F -3,525 shares

    0.22% of the 13F portfolio, value $2,663,682.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 62,587 shares
    Change vs previous 13F -9,864 shares

    0.25% of the 13F portfolio, value $2,897,137.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 72,451 shares
    Change vs previous 13F -2,617 shares

    0.41% of the 13F portfolio, value $4,418,767.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 75,068 shares
    Change vs previous 13F +583 shares

    0.39% of the 13F portfolio, value $4,245,857.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 74,485 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,853,871.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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