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Disclosery

Northwest & Ethical Investments L.P.: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on USB, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 18,427 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,427 shares
    Change vs previous 13F +2,310 shares

    0.03% of the 13F portfolio, value $1,115,024.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 16,117 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $838,245.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 16,117 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $860,003.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 16,117 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $778,935.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 16,117 shares
    Change vs previous 13F -35,973 shares

    0.02% of the 13F portfolio, value $729,294.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 52,090 shares
    Change vs previous 13F +9,417 shares

    0.06% of the 13F portfolio, value $2,199,239.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 42,673 shares
    Change vs previous 13F -23,447 shares

    0.06% of the 13F portfolio, value $2,041,050.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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/A 66,120 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,023,668.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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