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MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd: BEP position timeline

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

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held 422,025 BEP 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 422,025 shares
    Change vs previous 13F -150,364 shares

    2.04% of the 13F portfolio, value $20,755,000.

    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 572,389 shares
    Change vs previous 13F -2,886 shares

    2.02% of the 13F portfolio, value $18,961,000.

    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 ended2025-12-31
    13F 575,275 shares
    Change vs previous 13F -26,069 shares

    1.81% of the 13F portfolio, value $21,337,000.

    13F-HR 0001140361-26-002932 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).

  4. period ended2025-09-30
    13F 601,344 shares
    Change vs previous 13F -62,108 shares

    1.72% of the 13F portfolio, value $15,407,000.

    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).

  5. period ended2025-06-30
    13F 663,452 shares
    Change vs previous 13F -18,457 shares

    1.87% of the 13F portfolio, value $16,900,000.

    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).

  6. period ended2025-03-31
    13F 681,909 shares
    Change vs previous 13F -4,855 shares

    1.92% of the 13F portfolio, value $15,098,000.

    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).

  7. period ended2024-12-31
    13F 686,764 shares
    Change vs previous 13F +30,513 shares

    1.89% of the 13F portfolio, value $15,642,000.

    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).

  8. period ended2024-09-30
    13F 656,251 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $18,518,000.

    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).