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Lorne Steinberg Wealth Management Inc.: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lorne Steinberg Wealth Management Inc. on BMO, newest first. How the timeline and the estimate are built.

Lorne Steinberg Wealth Management Inc. held 101,991 BMO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,991 shares
    Change vs previous 13F +1,318 shares

    3.7% of the 13F portfolio, value $18,018,311.

    13F-HR 0001851362-26-000003 filed by Lorne Steinberg Wealth Management Inc.
    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 100,673 shares
    Change vs previous 13F +2,043 shares

    3.23% of the 13F portfolio, value $13,632,740.

    13F-HR 0001851362-26-000002 filed by Lorne Steinberg Wealth Management Inc.
    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 98,630 shares
    Change vs previous 13F +1,253 shares

    2.95% of the 13F portfolio, value $12,826,557.

    13F-HR 0001851362-26-000001 filed by Lorne Steinberg Wealth Management Inc.
    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 97,377 shares
    Change vs previous 13F +5,363 shares

    3.06% of the 13F portfolio, value $12,685,340.

    13F-HR 0001851362-25-000006 filed by Lorne Steinberg Wealth Management Inc.
    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 92,014 shares
    Change vs previous 13F +17,883 shares

    2.66% of the 13F portfolio, value $10,203,776.

    13F-HR 0001851362-25-000004 filed by Lorne Steinberg Wealth Management Inc.
    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 74,131 shares
    Change vs previous 13F +5,191 shares

    2.07% of the 13F portfolio, value $7,086,020.

    13F-HR 0001731447-25-000005 filed by Lorne Steinberg Wealth Management Inc.
    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 68,940 shares
    Change vs previous 13F -301 shares

    1.94% of the 13F portfolio, value $6,686,191.

    13F-HR 0001851362-25-000001 filed by Lorne Steinberg Wealth Management Inc.
    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 69,241 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $6,249,101.

    13F-HR 0001851362-24-000005 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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