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DORCHESTER WEALTH MANAGEMENT Co: SU position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 386,750 SU 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 386,750 shares
    Change vs previous 13F -896 shares

    2.64% of the 13F portfolio, value $13,223,317.

    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 387,646 shares
    Change vs previous 13F -29 shares

    2.5% of the 13F portfolio, value $13,718,164.

    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 387,675 shares
    Change vs previous 13F -16,664 shares

    2.74% of the 13F portfolio, value $14,162,457.

    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 404,339 shares
    Change vs previous 13F +2,416 shares

    2.58% of the 13F portfolio, value $14,327,909.

    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 401,923 shares
    Change vs previous 13F -144 shares

    2.29% of the 13F portfolio, value $12,387,338.

    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 402,067 shares
    Change vs previous 13F -11,660 shares

    2.7% of the 13F portfolio, value $13,373,570.

    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 413,727 shares
    Change vs previous 13F +2,995 shares

    2.38% of the 13F portfolio, value $11,703,552.

    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 410,732 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $12,270,719.

    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).