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DORCHESTER WEALTH MANAGEMENT Co: IBM position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 34,858 IBM 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 34,858 shares
    Change vs previous 13F -11,910 shares

    1.53% of the 13F portfolio, value $7,662,834.

    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 46,768 shares
    Change vs previous 13F +7,680 shares

    1.89% of the 13F portfolio, value $10,339,470.

    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 39,088 shares
    Change vs previous 13F -6,910 shares

    1.31% of the 13F portfolio, value $6,760,270.

    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 45,998 shares
    Change vs previous 13F -264 shares

    1.58% of the 13F portfolio, value $8,783,778.

    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 46,262 shares
    Change vs previous 13F -575 shares

    1.4% of the 13F portfolio, value $7,566,150.

    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 46,837 shares
    Change vs previous 13F -670 shares

    1.33% of the 13F portfolio, value $6,571,231.

    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 47,507 shares
    Change vs previous 13F +1,313 shares

    1.29% of the 13F portfolio, value $6,356,912.

    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 46,194 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $6,055,571.

    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).