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Cardinal Point Capital Management ULC: DFAX position timeline

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

Cardinal Point Capital Management ULC held 1,963,742 DFAX 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 1,963,742 shares
    Change vs previous 13F +14,722 shares

    4.1% of the 13F portfolio, value $72,344,262.

    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 1,949,020 shares
    Change vs previous 13F +106,705 shares

    4.06% of the 13F portfolio, value $66,208,193.

    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 1,842,315 shares
    Change vs previous 13F +52,223 shares

    3.94% of the 13F portfolio, value $60,298,956.

    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 1,790,092 shares
    Change vs previous 13F +90,635 shares

    3.91% of the 13F portfolio, value $55,832,974.

    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 1,699,457 shares
    Change vs previous 13F +421,394 shares

    3.95% of the 13F portfolio, value $49,913,052.

    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 1,278,063 shares
    Change vs previous 13F +45,503 shares

    3.08% of the 13F portfolio, value $33,485,251.

    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 1,232,560 shares
    Change vs previous 13F +100,457 shares

    4.86% of the 13F portfolio, value $30,641,442.

    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 1,132,103 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $30,578,102.

    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).