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Disclosery

GUARDIAN CAPITAL LP: OTEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN CAPITAL LP on OTEX, newest first. How the timeline and the estimate are built.

GUARDIAN CAPITAL LP held 5,130,184 OTEX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,130,184 shares
    Change vs previous 13F +529,685 shares

    2.17% of the 13F portfolio, value $113,505,886.

    13F-HR 0001062993-26-004401 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 5,097,794 shares
    • Guardian Partners Inc.: 32,390 shares

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

  2. period ended2026-03-31
    13F 4,600,499 shares
    Change vs previous 13F +658,725 shares

    2.05% of the 13F portfolio, value $102,194,930.

    13F-HR 0001062993-26-002683 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 4,570,672 shares
    • Guardian Partners Inc.: 29,827 shares

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

  3. period ended2025-12-31
    13F 3,941,774 shares
    Share basis changed not comparable

    Membership change: Guardian Partners Inc. joined the group. 2.74% of the 13F portfolio, value $126,357,461.

    13F-HR 0001062993-26-001013 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 3,715,835 shares
    • Guardian Partners Inc.: 225,939 shares

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

  4. period ended2025-09-30
    13F 4,121,132 shares
    Change vs previous 13F -34,673 shares

    4.98% of the 13F portfolio, value $154,075,957.

    13F-HR 0001062993-25-016671 filed by GUARDIAN CAPITAL LP
    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 4,155,805 shares
    Change vs previous 13F +192,219 shares

    4.28% of the 13F portfolio, value $121,186,868.

    13F-HR 0001062993-25-013803 filed by GUARDIAN CAPITAL LP
    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 3,963,586 shares
    Change vs previous 13F -47,461 shares

    3.94% of the 13F portfolio, value $100,022,542.

    13F-HR 0001062993-25-009339 filed by GUARDIAN CAPITAL LP
    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 4,011,047 shares
    Change vs previous 13F +110,951 shares

    4.22% of the 13F portfolio, value $113,453,895.

    13F-HR 0001062993-25-002571 filed by GUARDIAN CAPITAL LP
    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 3,900,096 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $129,969,519.

    13F-HR 0001062993-24-018774 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

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