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DORCHESTER WEALTH MANAGEMENT Co: PBA position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 23,526 PBA 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 23,526 shares
    Change vs previous 13F -125 shares

    0.17% of the 13F portfolio, value $868,348.

    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 23,651 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $974,893.

    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 23,641 shares
    Change vs previous 13F -400 shares

    0.17% of the 13F portfolio, value $876,757.

    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 24,041 shares
    Change vs previous 13F -4,050 shares

    0.15% of the 13F portfolio, value $848,266.

    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 28,091 shares
    Change vs previous 13F -1,872 shares

    0.18% of the 13F portfolio, value $968,933.

    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 29,963 shares
    Change vs previous 13F +1,221 shares

    0.18% of the 13F portfolio, value $905,095.

    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 28,742 shares
    Change vs previous 13F -1,499 shares

    0.18% of the 13F portfolio, value $904,157.

    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 30,241 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $978,313.

    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).