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DORCHESTER WEALTH MANAGEMENT Co: CVE position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 222,071 CVE 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 222,071 shares
    Change vs previous 13F +4,160 shares

    0.62% of the 13F portfolio, value $3,122,532.

    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 217,911 shares
    Change vs previous 13F +6,430 shares

    0.62% of the 13F portfolio, value $3,392,348.

    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 211,481 shares
    Change vs previous 13F -3,760 shares

    0.76% of the 13F portfolio, value $3,921,535.

    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 215,241 shares
    Change vs previous 13F +12,020 shares

    0.73% of the 13F portfolio, value $4,044,333.

    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 203,221 shares
    Change vs previous 13F -8,315 shares

    0.57% of the 13F portfolio, value $3,101,751.

    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 211,536 shares
    Change vs previous 13F +495 shares

    0.83% of the 13F portfolio, value $4,085,351.

    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 211,041 shares
    Change vs previous 13F +5,790 shares

    0.67% of the 13F portfolio, value $3,310,695.

    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 205,251 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,293,603.

    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).