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Old Port Advisors: MTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old Port Advisors on MTB, newest first. How the timeline and the estimate are built.

Old Port Advisors held 7,295 MTB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,295 shares
    Change vs previous 13F -69 shares

    0.34% of the 13F portfolio, value $1,736,283.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 7,364 shares
    Change vs previous 13F -178 shares

    0.35% of the 13F portfolio, value $1,522,286.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 7,542 shares
    Change vs previous 13F -256 shares

    0.37% of the 13F portfolio, value $1,519,510.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 7,798 shares
    Change vs previous 13F -456 shares

    0.39% of the 13F portfolio, value $1,540,989.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 8,254 shares
    Change vs previous 13F -1,250 shares

    0.44% of the 13F portfolio, value $1,601,143.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 9,504 shares
    Change vs previous 13F -193 shares

    0.5% of the 13F portfolio, value $1,698,794.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 9,697 shares
    Change vs previous 13F -197 shares

    0.52% of the 13F portfolio, value $1,823,084.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 9,894 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,762,273.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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