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Disclosery

DORCHESTER WEALTH MANAGEMENT Co: FISV position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 9,247 FISV 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 9,247 shares
    Change vs previous 13F -50 shares

    0.38% of the 13F portfolio, value $1,899,519.

    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 9,297 shares
    Change vs previous 13F -925 shares

    0.3% of the 13F portfolio, value $1,670,206.

    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 10,222 shares
    Change vs previous 13F +185 shares

    0.29% of the 13F portfolio, value $1,523,487.

    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 10,037 shares
    Change vs previous 13F -115 shares

    0.29% of the 13F portfolio, value $1,604,113.

    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 10,152 shares
    Change vs previous 13F -425 shares

    0.25% of the 13F portfolio, value $1,348,592.

    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 10,577 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,194,778.

    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).