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Disclosery

Cardinal Point Capital Management ULC: DFSI position timeline

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

Cardinal Point Capital Management ULC held 73,261 DFSI 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 73,261 shares
    Change vs previous 13F +9 shares

    0.19% of the 13F portfolio, value $3,304,090.

    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 73,252 shares
    Change vs previous 13F -1,543 shares

    0.19% of the 13F portfolio, value $3,105,878.

    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 74,795 shares
    Change vs previous 13F +2,349 shares

    0.21% of the 13F portfolio, value $3,204,590.

    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 72,446 shares
    Change vs previous 13F +3,311 shares

    0.21% of the 13F portfolio, value $2,954,703.

    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 69,135 shares
    Change vs previous 13F -815 shares

    0.22% of the 13F portfolio, value $2,724,610.

    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 69,950 shares
    Change vs previous 13F +1,360 shares

    0.22% of the 13F portfolio, value $2,440,556.

    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 68,590 shares
    Change vs previous 13F +1,940 shares

    0.36% of the 13F portfolio, value $2,253,182.

    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 66,650 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,381,751.

    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).