Caldwell Investment Management Ltd.: CVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Investment Management Ltd. on CVE, newest first. How the timeline and the estimate are built.

Caldwell Investment Management Ltd. held 74,800 CVE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 74,800 shares
Change vs previous 13F -216,000 shares
1.22% of the 13F portfolio, value $1,852,288.
13F-HR 0001904373-26-000003 filed by Caldwell Investment Management Ltd.
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 290,800 shares
Change vs previous 13F +180,000 shares
3.03% of the 13F portfolio, value $7,740,271.
13F-HR 0001904373-26-000002 filed by Caldwell Investment Management Ltd.
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 110,800 shares
Change vs previous 13F 0 shares
1.16% of the 13F portfolio, value $1,887,607.
13F-HR 0001904373-26-000001 filed by Caldwell Investment Management Ltd.
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 110,800 shares
Change vs previous 13F not available
1.26% of the 13F portfolio, value $1,914,083.
13F-HR 0001904373-25-000009 filed by Caldwell Investment Management Ltd.
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).