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Disclosery

Cardinal Point Capital Management ULC: DFSE position timeline

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

Cardinal Point Capital Management ULC held 19,898 DFSE 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 19,898 shares
    Change vs previous 13F -78 shares

    0.06% of the 13F portfolio, value $972,585.

    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 19,976 shares
    Change vs previous 13F -190 shares

    0.05% of the 13F portfolio, value $846,394.

    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 20,166 shares
    Change vs previous 13F +191 shares

    0.05% of the 13F portfolio, value $836,491.

    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 19,975 shares
    Change vs previous 13F +475 shares

    0.06% of the 13F portfolio, value $819,358.

    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 19,500 shares
    Change vs previous 13F -3,505 shares

    0.06% of the 13F portfolio, value $742,170.

    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 23,005 shares
    Change vs previous 13F -2,075 shares

    0.07% of the 13F portfolio, value $774,808.

    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 25,080 shares
    Change vs previous 13F +160 shares

    0.13% of the 13F portfolio, value $830,933.

    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 24,920 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $882,666.

    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).