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Disclosery

Cardinal Point Capital Management ULC: CM position timeline

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

Cardinal Point Capital Management ULC held 29,132 CM 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 29,132 shares
    Change vs previous 13F +883 shares

    0.19% of the 13F portfolio, value $3,348,232.

    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 28,249 shares
    Change vs previous 13F -1,200 shares

    0.16% of the 13F portfolio, value $2,671,890.

    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 29,449 shares
    Change vs previous 13F -36 shares

    0.17% of the 13F portfolio, value $2,673,529.

    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 29,485 shares
    Change vs previous 13F -148 shares

    0.16% of the 13F portfolio, value $2,355,454.

    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 29,633 shares
    Change vs previous 13F +782 shares

    0.17% of the 13F portfolio, value $2,099,484.

    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 28,851 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,624,575.

    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).