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Lorne Steinberg Wealth Management Inc.: URTH position timeline

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

Lorne Steinberg Wealth Management Inc. held 7,337 URTH 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 7,337 shares
    Change vs previous 13F +698 shares

    0.31% of the 13F portfolio, value $1,486,769.

    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 6,639 shares
    Change vs previous 13F -272 shares

    0.28% of the 13F portfolio, value $1,195,152.

    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 6,911 shares
    Change vs previous 13F +1,417 shares

    0.3% of the 13F portfolio, value $1,283,856.

    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 5,494 shares
    Change vs previous 13F -4,285 shares

    0.24% of the 13F portfolio, value $997,491.

    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 9,779 shares
    Change vs previous 13F +5,113 shares

    0.43% of the 13F portfolio, value $1,656,367.

    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 4,666 shares
    Change vs previous 13F -2,046 shares

    0.21% of the 13F portfolio, value $714,737.

    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 6,712 shares
    Change vs previous 13F +1,181 shares

    0.3% of the 13F portfolio, value $1,043,716.

    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 5,531 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $867,869.

    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).