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DORCHESTER WEALTH MANAGEMENT Co: SWK position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 5,800 SWK 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 5,800 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $465,682.

    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 5,800 shares
    Change vs previous 13F -2,000 shares

    0.12% of the 13F portfolio, value $638,754.

    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 7,800 shares
    Change vs previous 13F -9,050 shares

    0.12% of the 13F portfolio, value $623,142.

    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 16,850 shares
    Change vs previous 13F +600 shares

    0.3% of the 13F portfolio, value $1,650,121.

    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 16,250 shares
    Change vs previous 13F +350 shares

    0.29% of the 13F portfolio, value $1,594,125.

    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 15,900 shares
    Change vs previous 13F +7,500 shares

    0.27% of the 13F portfolio, value $1,328,922.

    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 8,400 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $787,164.

    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).