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DORCHESTER WEALTH MANAGEMENT Co: WFC position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 5,165 WFC 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 5,165 shares
    Change vs previous 13F -625 shares

    0.07% of the 13F portfolio, value $362,790.

    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 5,790 shares
    Change vs previous 13F -83,333 shares

    0.06% of the 13F portfolio, value $327,077.

    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 89,123 shares
    Change vs previous 13F -7,660 shares

    1.02% of the 13F portfolio, value $5,293,015.

    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 96,783 shares
    Change vs previous 13F -3,900 shares

    1.01% of the 13F portfolio, value $5,609,543.

    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 100,683 shares
    Change vs previous 13F -1,435 shares

    0.92% of the 13F portfolio, value $4,955,617.

    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 102,118 shares
    Change vs previous 13F -2,620 shares

    0.84% of the 13F portfolio, value $4,172,542.

    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 104,738 shares
    Change vs previous 13F +2,540 shares

    0.91% of the 13F portfolio, value $4,470,218.

    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 102,198 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,820,161.

    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).