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Lorne Steinberg Wealth Management Inc.: OTEX position timeline

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

Lorne Steinberg Wealth Management Inc. held 214,033 OTEX 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 214,033 shares
    Change vs previous 13F +9,690 shares

    0.97% of the 13F portfolio, value $4,735,003.

    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 204,343 shares
    Change vs previous 13F +9,730 shares

    1.08% of the 13F portfolio, value $4,552,704.

    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 194,613 shares
    Change vs previous 13F +1,380 shares

    1.46% of the 13F portfolio, value $6,346,998.

    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 193,233 shares
    Change vs previous 13F +24,935 shares

    1.74% of the 13F portfolio, value $7,220,732.

    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 168,298 shares
    Change vs previous 13F +19,000 shares

    1.29% of the 13F portfolio, value $4,921,113.

    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 149,298 shares
    Change vs previous 13F +20,495 shares

    1.1% of the 13F portfolio, value $3,771,914.

    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 128,803 shares
    Change vs previous 13F -3,032 shares

    1.06% of the 13F portfolio, value $3,641,466.

    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 131,835 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $4,389,300.

    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).