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Kestra Advisory Services, LLC: BMY position timeline

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

Kestra Advisory Services, LLC held 412,958 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 412,958 shares
    Change vs previous 13F -14,784 shares

    0.05% of the 13F portfolio, value $23,794,620.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 151,030 shares
    • Kestra Advisory Services, LLC: 229,499 shares
    • Kestra Investment Management, LLC: 32,429 shares

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

  2. period ended2026-03-31
    13F 427,742 shares
    Change vs previous 13F +53,928 shares

    0.06% of the 13F portfolio, value $25,942,537.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 170,243 shares
    • Kestra Advisory Services, LLC: 239,312 shares
    • Kestra Investment Management, LLC: 18,187 shares

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

  3. period ended2025-12-31
    13F 373,814 shares
    Change vs previous 13F -15,660 shares

    0.06% of the 13F portfolio, value $20,163,536.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 163,797 shares
    • Kestra Advisory Services, LLC: 196,317 shares
    • Kestra Investment Management, LLC: 13,700 shares

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

  4. period ended2025-09-30
    13F 389,474 shares
    Change vs previous 13F -4,728 shares

    0.05% of the 13F portfolio, value $17,565,260.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 180,632 shares
    • Kestra Advisory Services, LLC: 194,833 shares
    • Kestra Investment Management, LLC: 14,009 shares

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

  5. period ended2025-06-30
    13F/A 394,202 shares
    Change vs previous 13F -6,180 shares

    0.06% of the 13F portfolio, value $18,247,639.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 172,158 shares
    • Kestra Advisory Services, LLC: 206,935 shares
    • Kestra Investment Management, LLC: 15,109 shares

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

  6. period ended2025-03-31
    13F/A 400,382 shares
    Change vs previous 13F -7,728 shares

    0.08% of the 13F portfolio, value $24,419,298.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 170,104 shares
    • Kestra Advisory Services, LLC: 219,758 shares
    • Kestra Investment Management, LLC: 10,520 shares

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

  7. period ended2024-12-31
    13F 408,110 shares
    Change vs previous 13F -24,237 shares

    0.09% of the 13F portfolio, value $23,082,743.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 167,012 shares
    • Kestra Advisory Services, LLC: 233,269 shares
    • Kestra Investment Management, LLC: 7,829 shares

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

  8. period ended2024-09-30
    13F 432,347 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $22,369,633.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 162,923 shares
    • Kestra Advisory Services, LLC: 265,448 shares
    • Kestra Investment Management, LLC: 3,976 shares

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