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WBI INVESTMENTS, LLC: BMY position timeline

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

WBI INVESTMENTS, LLC held 28,151 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 28,151 shares
    Change vs previous 13F -12,674 shares

    0.4% of the 13F portfolio, value $1,622,081.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 40,825 shares
    Change vs previous 13F -30,250 shares

    0.68% of the 13F portfolio, value $2,476,046.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 40,825 shares
    • MILLINGTON SECURITIES, LLC: 40,825 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 71,075 shares
    Change vs previous 13F +11,272 shares

    1% of the 13F portfolio, value $3,833,786.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 59,803 shares
    Change vs previous 13F +40,237 shares

    0.69% of the 13F portfolio, value $2,697,095.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 19,566 shares
    Change vs previous 13F +19,566 shares

    0.24% of the 13F portfolio, value $905,710.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -42,886 shares

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, LLC
    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.

  7. period ended2024-09-30
    13F 42,886 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,218,922.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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