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Disclosery

Cardinal Point Capital Management ULC: CVS position timeline

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

Cardinal Point Capital Management ULC held 123,764 CVS 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 123,764 shares
    Change vs previous 13F +1,024 shares

    0.73% of the 13F portfolio, value $12,803,386.

    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 122,740 shares
    Change vs previous 13F +185 shares

    0.54% of the 13F portfolio, value $8,815,187.

    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 122,555 shares
    Change vs previous 13F -1,365 shares

    0.64% of the 13F portfolio, value $9,725,964.

    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 123,920 shares
    Change vs previous 13F -1,400 shares

    0.65% of the 13F portfolio, value $9,342,328.

    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 125,320 shares
    Change vs previous 13F -825 shares

    0.68% of the 13F portfolio, value $8,644,574.

    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 126,145 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,546,324.

    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).