Lorne Steinberg Wealth Management Inc. has filed its quarterly 13F-HR report, providing a detailed overview of its investment holdings as of September 30, 2026. This filing is significant as it offers insights into the company's investment strategies and any adjustments made to its portfolio during the quarter.
Background
Lorne Steinberg Wealth Management Inc. is classified under the SIC description of 'other.' The company is known for its wealth management services, focusing on investment strategies tailored to its clients' needs. The recent filing history includes several 13F-HR forms, with the latest submission dated October 23, 2026, and previous filings occurring throughout the year.
What the Filing Says
The filing, submitted under accession number 0001851362-26-000005, indicates that it covers the period ending September 30, 2026. However, specific details regarding the holdings or changes in the portfolio were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including clients, competitors, and analysts in the wealth management industry. Clients may gain insights into the firm's investment direction, while competitors might analyze the data to refine their own strategies.
What's Next
The filing does not say what happens next.
Filing Details
The filing was submitted on October 23, 2026, and was accepted on the same day at 12:30:55. It includes two documents, with the primary document being the 13F-HR report itself. The reporting period for this filing is noted as ending on September 30, 2026.
Company Information
Lorne Steinberg Wealth Management Inc. is located at 1000 De La Gauchetiere Street West, Suite 3310, Montreal, Quebec, H3B 4W5. The firm can be reached at the phone number 514-876-9888. The company is incorporated in Quebec and has a fiscal year ending on December 31.
Document Access
The filing contains links to various document formats, including HTML and XML versions of the primary document and the information table. The complete submission text file is also available for review.
Missing Information
The filing does not provide specific details on the investment holdings or any changes made to the portfolio during the quarter, which would typically be included in the information table.