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DORCHESTER WEALTH MANAGEMENT Co: ORCL position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 65,305 ORCL 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 65,305 shares
    Change vs previous 13F -935 shares

    2.17% of the 13F portfolio, value $10,882,425.

    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 66,240 shares
    Change vs previous 13F -890 shares

    2.06% of the 13F portfolio, value $11,287,296.

    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 67,130 shares
    Change vs previous 13F -1,245 shares

    1.83% of the 13F portfolio, value $9,478,756.

    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 68,375 shares
    Change vs previous 13F +1,690 shares

    1.55% of the 13F portfolio, value $8,588,584.

    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 66,685 shares
    Change vs previous 13F -360 shares

    1.3% of the 13F portfolio, value $7,030,600.

    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 67,045 shares
    Change vs previous 13F -300 shares

    1.44% of the 13F portfolio, value $7,101,406.

    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 67,345 shares
    Change vs previous 13F -30,144 shares

    1.63% of the 13F portfolio, value $8,020,116.

    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 97,489 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $9,058,678.

    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).