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Disclosery

Wakefield Asset Management LLLP: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wakefield Asset Management LLLP on BMY, newest first. How the timeline and the estimate are built.

Wakefield Asset Management LLLP held 70,404 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 70,404 shares
    Change vs previous 13F +29,055 shares

    0.91% of the 13F portfolio, value $4,056,679.

    13F-HR 0001376474-26-000549 filed by Wakefield Asset Management LLLP
    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 41,349 shares
    Change vs previous 13F +41,349 shares

    0.66% of the 13F portfolio, value $2,507,817.

    13F-HR 0001376474-26-000366 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -60,226 shares

    13F-HR 0001376474-25-000433 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 60,226 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,406,383.

    13F-HR 0001376474-25-000151 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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