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Cardinal Point Capital Management ULC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cardinal Point Capital Management ULC on AAPL, newest first. How the timeline and the estimate are built.

Cardinal Point Capital Management ULC held 241,074 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,074 shares
    Change vs previous 13F +6,429 shares

    3.95% of the 13F portfolio, value $69,757,158.

    13F-HR 0001950841-26-000003 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 234,645 shares
    Change vs previous 13F -39,522 shares

    3.65% of the 13F portfolio, value $59,550,569.

    13F-HR 0001950841-26-000002 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 274,167 shares
    Change vs previous 13F -4,187 shares

    4.87% of the 13F portfolio, value $74,534,914.

    13F-HR 0001950841-26-000001 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 278,354 shares
    Change vs previous 13F +40,927 shares

    4.94% of the 13F portfolio, value $70,639,401.

    13F-HR 0001950841-25-000002 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 237,427 shares
    Change vs previous 13F +201,460 shares

    3.86% of the 13F portfolio, value $48,712,899.

    13F-HR 0001085146-25-004346 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,967 shares
    Change vs previous 13F +936 shares

    4.89% of the 13F portfolio, value $53,170,915.

    13F-HR 0001085146-25-002760 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,031 shares
    Change vs previous 13F +6,329 shares

    1.39% of the 13F portfolio, value $8,772,567.

    13F-HR 0001085146-25-000157 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,702 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $6,687,672.

    13F-HR 0001085146-24-004697 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).