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Disclosery

OneAscent Financial Services LLC: BMY position timeline

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

OneAscent Financial Services LLC held 33,053 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,053 shares
    Change vs previous 13F +4,469 shares

    0.07% of the 13F portfolio, value $1,904,542.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 16,157 shares
    • OneAscent Wealth Management LLC: 5,943 shares
    • OneAscent Investment Solutions LLC: 6,609 shares
    • OneAscent Family Office, LLC: 4,344 shares

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

  2. period ended2026-03-31
    13F 28,584 shares
    Change vs previous 13F +3,321 shares

    0.08% of the 13F portfolio, value $1,733,637.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 15,997 shares
    • OneAscent Wealth Management LLC: 5,910 shares
    • OneAscent Investment Solutions LLC: 6,677 shares

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

  3. period ended2025-12-31
    13F 25,263 shares
    Change vs previous 13F +2,548 shares

    0.09% of the 13F portfolio, value $1,362,708.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 12,575 shares
    • OneAscent Wealth Management LLC: 6,091 shares
    • OneAscent Investment Solutions LLC: 6,597 shares

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

  4. period ended2025-09-30
    13F/A 22,715 shares
    Change vs previous 13F -6,190 shares

    0.08% of the 13F portfolio, value $1,024,452.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 9,735 shares
    • OneAscent Wealth Management LLC: 6,309 shares
    • OneAscent Investment Solutions LLC: 6,671 shares

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

  5. period ended2025-06-30
    13F 28,905 shares
    Change vs previous 13F -6,853 shares

    0.08% of the 13F portfolio, value $1,344,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 13,221 shares
    • OneAscent Wealth Management LLC: 6,354 shares
    • OneAscent Investment Solutions LLC: 9,330 shares

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

  6. period ended2025-03-31
    13F 35,758 shares
    Change vs previous 13F +18,773 shares

    0.12% of the 13F portfolio, value $2,165,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 24,790 shares
    • OneAscent Wealth Management LLC: 5,940 shares
    • OneAscent Investment Solutions LLC: 5,028 shares

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

  7. period ended2024-12-31
    13F 16,985 shares
    Change vs previous 13F +2,251 shares

    0.07% of the 13F portfolio, value $961,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 11,512 shares
    • OneAscent Wealth Management LLC: 5,473 shares

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

  8. period ended2024-09-30
    13F 14,734 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $762,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 8,855 shares
    • OneAscent Wealth Management LLC: 5,879 shares

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