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Disclosery

Portside Wealth Group, LLC: BMY position timeline

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

Portside Wealth Group, LLC held 23,957 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,957 shares
    Change vs previous 13F +986 shares

    0.16% of the 13F portfolio, value $1,380,386.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 22,971 shares
    Change vs previous 13F +1,018 shares

    0.19% of the 13F portfolio, value $1,393,192.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 21,953 shares
    Change vs previous 13F +241 shares

    0.16% of the 13F portfolio, value $1,184,152.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 21,712 shares
    Change vs previous 13F +2,860 shares

    0.14% of the 13F portfolio, value $979,212.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 18,852 shares
    Change vs previous 13F -22 shares

    0.13% of the 13F portfolio, value $872,659.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 18,874 shares
    Change vs previous 13F +466 shares

    0.19% of the 13F portfolio, value $1,151,125.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 18,408 shares
    Change vs previous 13F -65 shares

    0.17% of the 13F portfolio, value $1,041,157.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,473 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $955,793.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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