Skip to content
Disclosery

Zhang Financial LLC: BMY position timeline

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

Zhang Financial LLC held 4,269 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,269 shares
    Change vs previous 13F -1,307 shares

    0.01% of the 13F portfolio, value $245,992.

    13F-HR 0001776290-26-000005 filed by Zhang 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 5,576 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $338,159.

    13F-HR 0001776290-26-000004 filed by Zhang 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 5,650 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $304,733.

    13F-HR 0001776290-26-000002 filed by Zhang 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 5,964 shares
    Change vs previous 13F -516 shares

    0.01% of the 13F portfolio, value $268,997.

    13F-HR 0001776290-25-000006 filed by Zhang 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 6,480 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $299,965.

    13F-HR 0001776290-25-000005 filed by Zhang 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 6,395 shares
    Change vs previous 13F +569 shares

    0.02% of the 13F portfolio, value $390,016.

    13F-HR 0001776290-25-000002 filed by Zhang 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 5,826 shares
    Change vs previous 13F +1,732 shares

    0.02% of the 13F portfolio, value $329,539.

    13F-HR 0001776290-25-000001 filed by Zhang 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 4,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,824.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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