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Disclosery

Ascent Group, LLC: BMY position timeline

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

Ascent Group, LLC held 55,716 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,716 shares
    Change vs previous 13F +17,649 shares

    0.1% of the 13F portfolio, value $3,210,344.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 38,067 shares
    Change vs previous 13F +17,492 shares

    0.08% of the 13F portfolio, value $2,308,775.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 20,575 shares
    Change vs previous 13F +4,919 shares

    0.04% of the 13F portfolio, value $1,109,811.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 15,656 shares
    Change vs previous 13F -37,850 shares

    0.02% of the 13F portfolio, value $706,099.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 53,506 shares
    Change vs previous 13F +316 shares

    0.1% of the 13F portfolio, value $2,476,817.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 53,190 shares
    Change vs previous 13F +8,721 shares

    0.14% of the 13F portfolio, value $3,244,062.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 44,469 shares
    Change vs previous 13F +12,227 shares

    0.19% of the 13F portfolio, value $2,515,149.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 32,242 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,668,177.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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