Lorne Steinberg Wealth Management Inc.
All 13F Filings
- Location
- Montreal, Quebec, Z4
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 474,112
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 72 | 474,112 | 13F-HR | Lorne Steinberg Wealth Management Inc. |
| Q2 2026 | 7/28/2026 | 72 | 486,634 | 13F-HR | Lorne Steinberg Wealth Management Inc. |
| Q1 2026 | 5/7/2026 | 68 | 422,111 | 13F-HR | Lorne Steinberg Wealth Management Inc. |
| Q4 2025 | 1/27/2026 | 72 | 434,857 | 13F-HR | Lorne Steinberg Wealth Management Inc. |
| Q3 2025 | 10/31/2025 | 70 | 414,968 | 13F-HR | Lorne Steinberg Wealth Management Inc. |
| Q2 2025 | 7/30/2025 | 70 | 382,910 | 13F-HR | Lorne Steinberg Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 471.1 K | 99.4% | 0 | 12.3 K | -12.3 K |
| ETFs | 3.006 K | 0.6% | 0 | 228 | -228 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
474,112
Holdings
72
QoQ value change ($000)
-12,522
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.