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Disclosery

Concord Wealth Partners: BMY position timeline

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

Concord Wealth Partners held 40,000 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 40,000 shares
    Change vs previous 13F +139 shares

    0.15% of the 13F portfolio, value $2,304,754.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 20,943 shares
    • Concord Asset Management, LLC/VA: 19,057 shares

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

  2. period ended2026-03-31
    13F 39,861 shares
    Change vs previous 13F -717 shares

    0.18% of the 13F portfolio, value $2,417,579.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 20,887 shares
    • Concord Asset Management, LLC/VA: 18,974 shares

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

  3. period ended2025-12-31
    13F 40,578 shares
    Change vs previous 13F -1,696 shares

    0.16% of the 13F portfolio, value $2,188,821.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 21,259 shares
    • Concord Asset Management, LLC/VA: 19,319 shares

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

  4. period ended2025-09-30
    13F 42,274 shares
    Change vs previous 13F -3,908 shares

    0.15% of the 13F portfolio, value $1,906,559.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 22,513 shares
    • Concord Asset Management, LLC/VA: 19,761 shares

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

  5. period ended2025-06-30
    13F 46,182 shares
    Change vs previous 13F +12,714 shares

    0.16% of the 13F portfolio, value $2,137,720.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 23,091 shares
    • Concord Asset Management, LLC/VA: 23,091 shares

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

  6. period ended2025-03-31
    13F 33,468 shares
    Change vs previous 13F +1,868 shares

    0.17% of the 13F portfolio, value $1,847,392.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,909 shares
    • Concord Asset Management, LLC/VA: 15,559 shares

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

  7. period ended2024-12-31
    13F 31,600 shares
    Change vs previous 13F +26,417 shares

    0.17% of the 13F portfolio, value $1,787,322.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,063 shares
    • Concord Asset Management, LLC/VA: 14,537 shares

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

  8. period ended2024-09-30
    13F 5,183 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $268,155.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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