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Disclosery

WINTRUST INVESTMENTS LLC: BMY position timeline

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

WINTRUST INVESTMENTS LLC held 2,430 BMY shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,430 shares
    Change vs previous 13F -1,504 shares

    0.12% of the 13F portfolio, value $137,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS 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 3,934 shares
    Change vs previous 13F -39,851 shares

    0.15% of the 13F portfolio, value $203,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS 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 43,785 shares
    Change vs previous 13F +4,133 shares

    0.15% of the 13F portfolio, value $1,818,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS 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 39,652 shares
    Change vs previous 13F +3,515 shares

    0.19% of the 13F portfolio, value $2,150,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS 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 36,137 shares
    Change vs previous 13F -43,289 shares

    0.18% of the 13F portfolio, value $1,854,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS 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 79,426 shares
    Change vs previous 13F -62,833 shares

    0.48% of the 13F portfolio, value $4,610,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS 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 142,259 shares
    Change vs previous 13F -25,911 shares

    0.91% of the 13F portfolio, value $9,097,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS 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 168,170 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $11,656,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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