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Lester Murray Antman dba SimplyRich

CIK
1725888
City
CARLSBAD
State / Country
CA

Top Portfolio Positions

195 positions · $280,692,814 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in ABBNY

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Shares Held

Position Value (USD)

21 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,440,418 18,073
2025-06-30 $1,069,740 18,073
2025-03-31 $954,254 18,073
2024-12-31 $970,520 18,073
2024-09-30 $1,033,956 18,073
2023-12-31 $795,212 18,073
2023-09-30 $642,133 18,073
2023-06-30 $703,581 18,073
2023-03-31 $621,780 18,075
2022-12-31 $557,794 18,075
2022-09-30 $456,393 18,075
2022-06-30 $493,628 18,075
2022-03-31 $579,846 18,075
2021-12-31 $702,394 18,075
2021-09-30 $589,425 18,075
2021-06-30 $631,179 18,075
2021-03-31 $551,468 18,075
2020-12-31 $511,522 18,075
2020-09-30 $461,816 18,075
2020-06-30 $403,434 18,075
2020-03-31 $310,890 18,075