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Disclosery

Pathstone Holdings, LLC: BMY position timeline

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

Pathstone Holdings, LLC held 260,552 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,552 shares
    Change vs previous 13F +33,627 shares

    0.04% of the 13F portfolio, value $15,064,377.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 226,925 shares
    Change vs previous 13F +41,072 shares

    0.05% of the 13F portfolio, value $13,762,960.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 185,853 shares
    Change vs previous 13F -22,578 shares

    0.04% of the 13F portfolio, value $10,024,904.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 208,431 shares
    Change vs previous 13F -38,856 shares

    0.04% of the 13F portfolio, value $9,400,265.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 247,287 shares
    Change vs previous 13F +30,634 shares

    0.05% of the 13F portfolio, value $11,446,894.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 216,653 shares
    Change vs previous 13F +5,786 shares

    0.06% of the 13F portfolio, value $13,199,167.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 210,867 shares
    Change vs previous 13F +21,917 shares

    0.05% of the 13F portfolio, value $11,926,370.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 188,950 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,776,292.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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