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Disclosery

Cardinal Point Capital Management ULC: BMO position timeline

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

Cardinal Point Capital Management ULC held 175,545 BMO 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 175,545 shares
    Change vs previous 13F -1,129 shares

    1.75% of the 13F portfolio, value $30,966,830.

    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 176,674 shares
    Change vs previous 13F -1,814 shares

    1.46% of the 13F portfolio, value $23,881,853.

    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 178,488 shares
    Change vs previous 13F +1,041 shares

    1.52% of the 13F portfolio, value $23,212,816.

    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 177,447 shares
    Change vs previous 13F -4,956 shares

    1.62% of the 13F portfolio, value $23,116,165.

    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 182,403 shares
    Change vs previous 13F -975 shares

    1.6% of the 13F portfolio, value $20,176,235.

    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 183,378 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $17,416,761.

    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).