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Disclosery

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd: BAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd on BAM, newest first. How the timeline and the estimate are built.

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held 43,179 BAM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,179 shares
    Change vs previous 13F -26,904 shares

    0.27% of the 13F portfolio, value $2,747,000.

    13F-HR 0001140361-26-029580 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 70,083 shares
    Change vs previous 13F +70,083 shares

    0.34% of the 13F portfolio, value $3,164,000.

    13F-HR 0001140361-26-021020 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,778 shares

    13F-HR 0001140361-25-042212 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 5,778 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $319,000.

    13F-HR 0001140361-25-027283 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,778 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $280,000.

    13F-HR 0001135428-25-000017 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,778 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $313,000.

    13F-HR 0001135428-25-000004 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,778 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $273,000.

    13F-HR 0001135428-24-000277 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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