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Lester Murray Antman dba SimplyRich: TM position timeline

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

Lester Murray Antman dba SimplyRich held 15,503 TM 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 15,503 shares
    Change vs previous 13F +6,335 shares

    0.59% of the 13F portfolio, value $2,490,000.

    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 9,168 shares
    Change vs previous 13F -40 shares

    0.48% of the 13F portfolio, value $1,889,000.

    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 9,208 shares
    Change vs previous 13F -35 shares

    0.52% of the 13F portfolio, value $1,971,000.

    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 9,243 shares
    Change vs previous 13F -4 shares

    0.48% of the 13F portfolio, value $1,766,000.

    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 9,247 shares
    Change vs previous 13F -487 shares

    0.44% of the 13F portfolio, value $1,592,000.

    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 9,734 shares
    Change vs previous 13F +1 shares

    0.5% of the 13F portfolio, value $1,718,000.

    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 9,733 shares
    Change vs previous 13F +143 shares

    0.54% of the 13F portfolio, value $1,894,000.

    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 9,590 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,712,000.

    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).