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Manager record

Lorne Steinberg Wealth Management Inc.

Montreal, Quebec, Z4 · CIK 1851362 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$474.11MReported 13F valueQ3 2026 · as filed
72Holdings listed
-2.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $382.9M$382.9MQ2 202570 holdingsQ3 2025: $415.0M$415.0MQ3 202570 holdingsQ4 2025: $434.9M$434.9MQ4 202572 holdingsQ1 2026: $422.1M$422.1MQ1 202668 holdingsQ2 2026: $486.6M$486.6MQ2 202672 holdingsQ3 2026: $474.1M$474.1MQ3 202672 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$474.11M · 72 holdings listed · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$486.63M · 72 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$422.11M · 68 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$434.86M · 72 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$414.97M · 70 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$382.91M · 70 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology