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NICOLA WEALTH MANAGEMENT LTD.: CPT position timeline

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

NICOLA WEALTH MANAGEMENT LTD. held 0 CPT 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 -15,471 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 15,471 shares
    Change vs previous 13F +971 shares

    0.16% of the 13F portfolio, value $1,743,427.

    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 14,500 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,773,350.

    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).