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Disclosery

BAR HARBOR WEALTH MANAGEMENT: BMY position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 25,120 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,120 shares
    Change vs previous 13F -12,824 shares

    0.08% of the 13F portfolio, value $1,447,414.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 37,944 shares
    Change vs previous 13F -68 shares

    0.13% of the 13F portfolio, value $2,301,304.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR WEALTH MANAGEMENT
    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 38,012 shares
    Change vs previous 13F -178 shares

    0.12% of the 13F portfolio, value $2,050,367.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 38,190 shares
    Change vs previous 13F +549 shares

    0.1% of the 13F portfolio, value $1,722,369.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR WEALTH MANAGEMENT
    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 37,641 shares
    Change vs previous 13F -135 shares

    0.11% of the 13F portfolio, value $1,742,402.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
    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 37,776 shares
    Change vs previous 13F -1,013 shares

    0.15% of the 13F portfolio, value $2,303,958.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 38,789 shares
    Change vs previous 13F -1,060 shares

    0.14% of the 13F portfolio, value $2,193,906.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 39,849 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,061,787.

    13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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