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Diversify Advisory Services, LLC: BMY position timeline

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

Diversify Advisory Services, LLC held 74,462 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,462 shares
    Change vs previous 13F +34,715 shares

    0.04% of the 13F portfolio, value $4,658,316.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 37,231 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,231 shares

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

  2. period ended2026-03-31
    13F 39,747 shares
    Change vs previous 13F +16,099 shares

    0.04% of the 13F portfolio, value $2,289,025.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,608 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,139 shares

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

  3. period ended2025-12-31
    13F 23,648 shares
    Change vs previous 13F -1,795 shares

    0.02% of the 13F portfolio, value $1,314,281.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,284 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,364 shares

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

  4. period ended2025-09-30
    13F 25,443 shares
    Change vs previous 13F -571 shares

    0.02% of the 13F portfolio, value $1,170,888.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,409 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,034 shares

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

  5. period ended2025-06-30
    13F 26,014 shares
    Change vs previous 13F +2,692 shares

    0.03% of the 13F portfolio, value $1,210,974.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,269 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,745 shares

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

  6. period ended2025-03-31
    13F 23,322 shares
    Change vs previous 13F -1,169 shares

    0.04% of the 13F portfolio, value $1,147,903.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,320 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,002 shares

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

  7. period ended2024-12-31
    13F 24,491 shares
    Change vs previous 13F +510 shares

    0.04% of the 13F portfolio, value $1,367,345.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,368 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,123 shares

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

  8. period ended2024-09-30
    13F 23,981 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,269,041.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,144 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,837 shares

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