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DORCHESTER WEALTH MANAGEMENT Co: OTEX position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 256,149 OTEX 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 256,149 shares
    Change vs previous 13F +2,965 shares

    1.42% of the 13F portfolio, value $7,137,136.

    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 253,184 shares
    Change vs previous 13F +9,725 shares

    1.51% of the 13F portfolio, value $8,304,451.

    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 243,459 shares
    Change vs previous 13F +4,145 shares

    1.39% of the 13F portfolio, value $7,206,603.

    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 239,314 shares
    Change vs previous 13F +380 shares

    1.65% of the 13F portfolio, value $9,152,965.

    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 238,934 shares
    Change vs previous 13F +2,080 shares

    1.83% of the 13F portfolio, value $9,916,450.

    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 236,854 shares
    Change vs previous 13F +95 shares

    1.66% of the 13F portfolio, value $8,230,444.

    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 236,759 shares
    Change vs previous 13F -985 shares

    1.97% of the 13F portfolio, value $9,701,137.

    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 237,744 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $9,017,454.

    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).