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DORCHESTER WEALTH MANAGEMENT Co: BBU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DORCHESTER WEALTH MANAGEMENT Co on BBU, newest first. How the timeline and the estimate are built.

DORCHESTER WEALTH MANAGEMENT Co held 244,547 BBU shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 244,547 shares
    Change vs previous 13F -2,165 shares

    1.12% of the 13F portfolio, value $5,626,919.

    13F-HR 0001085146-25-000732 filed by DORCHESTER WEALTH MANAGEMENT Co
    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 246,712 shares
    Change vs previous 13F -7,812 shares

    1.03% of the 13F portfolio, value $5,624,615.

    13F-HR 0001085146-24-005045 filed by DORCHESTER WEALTH MANAGEMENT Co
    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 254,524 shares
    Change vs previous 13F -975 shares

    0.91% of the 13F portfolio, value $4,689,318.

    13F-HR 0001085146-24-003194 filed by DORCHESTER WEALTH MANAGEMENT Co
    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 255,499 shares
    Change vs previous 13F -5,510 shares

    0.98% of the 13F portfolio, value $5,434,627.

    13F-HR 0001085146-24-002149 filed by DORCHESTER WEALTH MANAGEMENT Co
    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 261,009 shares
    Change vs previous 13F -43,105 shares

    0.96% of the 13F portfolio, value $5,162,483.

    13F-HR 0001085146-24-000408 filed by DORCHESTER WEALTH MANAGEMENT Co
    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 304,114 shares
    Change vs previous 13F +11,304 shares

    0.9% of the 13F portfolio, value $4,426,803.

    13F-HR 0001085146-23-003903 filed by DORCHESTER WEALTH MANAGEMENT Co
    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 292,810 shares
    Change vs previous 13F -3,810 shares

    0.97% of the 13F portfolio, value $4,760,985.

    13F-HR 0001085146-23-002697 filed by DORCHESTER WEALTH MANAGEMENT Co
    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 296,620 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,156,865.

    13F-HR 0001085146-23-001907 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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