Position in BSX
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$267,189
-$141,385 QoQ
Shares Held
4,258
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSX Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Bernardo Wealth Planning LLC holds $251,349 across 1 Medical Devices name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,770 | $251,349 |
All Filings in BSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,189 | 4,258 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $408,574 | 4,285 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $416,391 | 4,265 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $499,456 | 4,650 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $399,974 | 4,478 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $368,720 | 4,400 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $355,401 | 4,615 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $346,901 | 5,065 | Shares | Sole | 2024-05-07 | |
| 2021-09-30 | $231,919 | 5,345 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||