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Disclosery

ACG Wealth: BMY position timeline

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

ACG Wealth held 94,513 BMY shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 94,513 shares
    Change vs previous 13F -2,781 shares

    1.54% of the 13F portfolio, value $6,719,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 97,294 shares
    Change vs previous 13F +354 shares

    1.53% of the 13F portfolio, value $7,495,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 96,940 shares
    Change vs previous 13F -16,746 shares

    1.34% of the 13F portfolio, value $7,080,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 113,686 shares
    Change vs previous 13F -25,514 shares

    1.01% of the 13F portfolio, value $7,088,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 139,200 shares
    Change vs previous 13F -168 shares

    1.08% of the 13F portfolio, value $8,236,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 139,368 shares
    Change vs previous 13F +4,108 shares

    1.18% of the 13F portfolio, value $9,313,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 135,260 shares
    Change vs previous 13F +9,490 shares

    1.13% of the 13F portfolio, value $8,539,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 125,770 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,801,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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