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Lorne Steinberg Wealth Management Inc.: DEO position timeline

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

Lorne Steinberg Wealth Management Inc. held 59,275 DEO 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 59,275 shares
    Change vs previous 13F +1,775 shares

    0.98% of the 13F portfolio, value $4,764,524.

    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 57,500 shares
    Change vs previous 13F +1,500 shares

    1.01% of the 13F portfolio, value $4,280,875.

    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 56,000 shares
    Change vs previous 13F -2,410 shares

    1.11% of the 13F portfolio, value $4,831,120.

    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 58,410 shares
    Change vs previous 13F +2,440 shares

    1.34% of the 13F portfolio, value $5,574,066.

    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 55,970 shares
    Change vs previous 13F -855 shares

    1.47% of the 13F portfolio, value $5,644,014.

    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 56,825 shares
    Change vs previous 13F +2,637 shares

    1.74% of the 13F portfolio, value $5,954,691.

    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 54,188 shares
    Change vs previous 13F +4,738 shares

    2% of the 13F portfolio, value $6,888,920.

    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 49,450 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $6,939,813.

    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).