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Disclosery

TrinityPoint Wealth, LLC: BMY position timeline

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

TrinityPoint Wealth, LLC held 7,948 BMY shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,948 shares
    Change vs previous 13F +1,398 shares

    0.06% of the 13F portfolio, value $449,516.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 6,550 shares
    Change vs previous 13F +522 shares

    0.05% of the 13F portfolio, value $338,884.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 6,028 shares
    Change vs previous 13F -743 shares

    0.04% of the 13F portfolio, value $250,363.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 6,771 shares
    Change vs previous 13F -1,357 shares

    0.06% of the 13F portfolio, value $367,200.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 8,128 shares
    Change vs previous 13F -29,722 shares

    0.08% of the 13F portfolio, value $417,055.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 37,850 shares
    Change vs previous 13F +1,113 shares

    0.44% of the 13F portfolio, value $2,196,814.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 36,737 shares
    Change vs previous 13F +28,210 shares

    0.46% of the 13F portfolio, value $2,349,334.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,527 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $590,977.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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