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NICOLA WEALTH MANAGEMENT LTD.: BE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NICOLA WEALTH MANAGEMENT LTD. on BE, newest first. How the timeline and the estimate are built.

NICOLA WEALTH MANAGEMENT LTD. held 0 BE shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -35,000 shares

    13F-HR 0001734493-25-000010 filed by NICOLA WEALTH MANAGEMENT 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.

  2. period ended2025-06-30
    13F 35,000 shares
    Change vs previous 13F -38,000 shares

    0.08% of the 13F portfolio, value $837,200.

    13F-HR 0001734493-25-000009 filed by NICOLA WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F/A 73,000 shares
    Change vs previous 13F -37,000 shares

    0.14% of the 13F portfolio, value $1,435,180.

    13F-HR/A 0001734493-25-000007 filed by NICOLA WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 110,000 shares
    Change vs previous 13F -65,000 shares

    0.23% of the 13F portfolio, value $2,443,100.

    13F-HR 0001734493-25-000003 filed by NICOLA WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 175,000 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,848,000.

    13F-HR 0001734493-24-000008 filed by NICOLA WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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