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Disclosery

WEALTHSOURCE PARTNERS, LLC: BMY position timeline

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

WEALTHSOURCE PARTNERS, LLC held 19,428 BMY shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 19,428 shares
    Change vs previous 13F -2,161 shares

    0.06% of the 13F portfolio, value $996,860.

    13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 21,589 shares
    Change vs previous 13F -2,572 shares

    0.09% of the 13F portfolio, value $1,253,047.

    13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 24,161 shares
    Change vs previous 13F -1,518 shares

    0.1% of the 13F portfolio, value $1,545,115.

    13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 25,679 shares
    Change vs previous 13F -3,641 shares

    0.12% of the 13F portfolio, value $1,779,800.

    13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 29,320 shares
    Change vs previous 13F -4,698 shares

    0.15% of the 13F portfolio, value $2,109,555.

    13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 34,018 shares
    Change vs previous 13F -4,886 shares

    0.18% of the 13F portfolio, value $2,418,000.

    13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 38,904 shares
    Change vs previous 13F -36,311 shares

    0.22% of the 13F portfolio, value $2,996,000.

    13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 75,215 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,493,000.

    13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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