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Disclosery

9258 Wealth Management, LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on BMY, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 15,596 BMY shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 15,596 shares
    Change vs previous 13F -1,800 shares

    0.12% of the 13F portfolio, value $806,933.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 17,396 shares
    Change vs previous 13F -2,802 shares

    0.11% of the 13F portfolio, value $722,440.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 20,198 shares
    Change vs previous 13F -358 shares

    0.17% of the 13F portfolio, value $1,095,313.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F/A 20,556 shares
    Change vs previous 13F -1,495 shares

    0.19% of the 13F portfolio, value $1,054,718.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 22,051 shares
    Change vs previous 13F -507 shares

    0.25% of the 13F portfolio, value $1,279,825.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 22,558 shares
    Change vs previous 13F -265 shares

    0.27% of the 13F portfolio, value $1,442,602.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 22,823 shares
    Change vs previous 13F +585 shares

    0.32% of the 13F portfolio, value $1,581,837.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 22,238 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,600,056.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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