Ethos Financial Group, LLC

SEC CIK: 0001954242
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Ethos Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMY overview All 13F holders of BMY Full Q2 2026 holdings

Shares (Q2 2026): 3,559
Value: $227.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of BMY by Ethos Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,559	$227.1K	<0.1%	+127+3.7%	Added	Holders
Q1 2026	3,432	$210.7K	<0.1%	+3,432	New	Holders
Q1 2025	0	$0	0.0%	−933−100.0%	Sold out	Holders
Q4 2024	933	$52.8K	<0.1%	+933	New	Holders