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DORCHESTER WEALTH MANAGEMENT Co: PEP position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 55,180 PEP 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 55,180 shares
    Change vs previous 13F +840 shares

    1.67% of the 13F portfolio, value $8,390,671.

    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 54,340 shares
    Change vs previous 13F +1,350 shares

    1.69% of the 13F portfolio, value $9,240,517.

    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 52,990 shares
    Change vs previous 13F -690 shares

    1.69% of the 13F portfolio, value $8,739,641.

    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 53,680 shares
    Change vs previous 13F +850 shares

    1.69% of the 13F portfolio, value $9,394,537.

    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 52,830 shares
    Change vs previous 13F +18,069 shares

    1.66% of the 13F portfolio, value $8,972,647.

    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 34,761 shares
    Change vs previous 13F -676 shares

    1.19% of the 13F portfolio, value $5,889,904.

    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 35,437 shares
    Change vs previous 13F -80 shares

    1.33% of the 13F portfolio, value $6,563,641.

    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 35,517 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $6,474,749.

    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).