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Focus Partners Wealth: BMY position timeline

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

Focus Partners Wealth held 576,655 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 576,655 shares
    Change vs previous 13F -170,089 shares

    0.03% of the 13F portfolio, value $33,260,757.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 480,177 shares
    • Focus Partners Advisor Solutions, LLC: 96,478 shares

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

  2. period ended2026-03-31
    13F 746,744 shares
    Change vs previous 13F +53,736 shares

    0.05% of the 13F portfolio, value $45,276,490.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 624,337 shares
    • Focus Partners Advisor Solutions, LLC: 122,407 shares

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

  3. period ended2025-12-31
    13F 693,008 shares
    Change vs previous 13F +401,911 shares

    0.04% of the 13F portfolio, value $37,324,103.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 558,701 shares
    • Focus Partners Advisor Solutions, LLC: 134,307 shares

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

  4. period ended2025-09-30
    13F 291,097 shares
    Change vs previous 13F +52,369 shares

    0.02% of the 13F portfolio, value $13,252,560.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 219,660 shares
    • Focus Partners Advisor Solutions, LLC: 71,437 shares

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

  5. period ended2025-06-30
    13F 238,728 shares
    Change vs previous 13F -8,576 shares

    0.02% of the 13F portfolio, value $11,051,012.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 207,631 shares
    • Focus Partners Advisor Solutions, LLC: 31,097 shares

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

  6. period ended2025-03-31
    13F/A 247,304 shares
    Change vs previous 13F -6,188 shares

    0.03% of the 13F portfolio, value $15,083,125.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 218,086 shares
    • Focus Partners Advisor Solutions, LLC: 29,218 shares

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

  7. period ended2024-12-31
    13F/A 253,492 shares
    Change vs previous 13F +25,975 shares

    0.03% of the 13F portfolio, value $14,337,722.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 226,438 shares
    • Focus Partners Advisor Solutions, LLC: 27,054 shares

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

  8. period ended2024-09-30
    13F 227,517 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,771,864.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 183,104 shares
    • Focus Partners Advisor Solutions, LLC: 44,413 shares

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