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Lester Murray Antman dba SimplyRich: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lester Murray Antman dba SimplyRich on ADP, newest first. How the timeline and the estimate are built.

Lester Murray Antman dba SimplyRich held 42,381 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,381 shares
    Change vs previous 13F +37,302 shares

    0.51% of the 13F portfolio, value $2,166,000.

    13F-HR 0001725888-26-000003 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,079 shares
    Change vs previous 13F -926 shares

    0.26% of the 13F portfolio, value $1,031,000.

    13F-HR 0001725888-26-000002 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,005 shares
    Change vs previous 13F -145 shares

    0.4% of the 13F portfolio, value $1,544,000.

    13F-HR 0001725888-26-000001 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,150 shares
    Change vs previous 13F -2 shares

    0.49% of the 13F portfolio, value $1,805,000.

    13F-HR 0001725888-25-000004 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,152 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,897,000.

    13F-HR 0001725888-25-000001 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,152 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,879,000.

    13F-HR 0001842974-25-000009 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,152 shares
    Change vs previous 13F +75 shares

    0.51% of the 13F portfolio, value $1,800,000.

    13F-HR 0001907157-25-000002 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,077 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,681,000.

    13F-HR 0001792704-24-000019 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).