DORCHESTER WEALTH MANAGEMENT Co: IWM position timeline

DORCHESTER WEALTH MANAGEMENT Co held 2,165 IWM 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 2,165 shares

   Change vs previous 13F +100 shares

   0.1% of the 13F portfolio, value $478,378.

   13F-HR 0001085146-25-000732 filed by DORCHESTER WEALTH MANAGEMENT Co
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 2,065 shares

   Change vs previous 13F +165 shares

   0.08% of the 13F portfolio, value $456,138.

   13F-HR 0001085146-24-005045 filed by DORCHESTER WEALTH MANAGEMENT Co
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 1,900 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $385,491.

   13F-HR 0001085146-24-003194 filed by DORCHESTER WEALTH MANAGEMENT Co
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 1,900 shares

   Change vs previous 13F +825 shares

   0.07% of the 13F portfolio, value $399,570.

   13F-HR 0001085146-24-002149 filed by DORCHESTER WEALTH MANAGEMENT Co
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 1,075 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $215,763.

   13F-HR 0001085146-24-000408 filed by DORCHESTER WEALTH MANAGEMENT Co
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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