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DORCHESTER WEALTH MANAGEMENT Co: WMT position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 159,710 WMT 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 159,710 shares
    Change vs previous 13F -7,878 shares

    2.88% of the 13F portfolio, value $14,429,799.

    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 167,588 shares
    Change vs previous 13F -1,591 shares

    2.47% of the 13F portfolio, value $13,532,731.

    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 169,179 shares
    Change vs previous 13F -13,185 shares

    2.21% of the 13F portfolio, value $11,455,110.

    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 182,364 shares
    Change vs previous 13F +120,191 shares

    1.97% of the 13F portfolio, value $10,972,842.

    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 62,173 shares
    Change vs previous 13F +128 shares

    1.81% of the 13F portfolio, value $9,801,574.

    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 62,045 shares
    Change vs previous 13F -45 shares

    2.01% of the 13F portfolio, value $9,922,857.

    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 62,090 shares
    Change vs previous 13F -590 shares

    1.98% of the 13F portfolio, value $9,759,306.

    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 62,680 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $9,242,166.

    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).