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Cardinal Point Capital Management ULC: FIVN position timeline

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

Cardinal Point Capital Management ULC held 48,590 FIVN 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 48,590 shares
    Change vs previous 13F +2,600 shares

    0.06% of the 13F portfolio, value $1,035,939.

    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 45,990 shares
    Change vs previous 13F +16,800 shares

    0.04% of the 13F portfolio, value $697,668.

    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 29,190 shares
    Change vs previous 13F -9,900 shares

    0.04% of the 13F portfolio, value $585,260.

    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 39,090 shares
    Change vs previous 13F +3,865 shares

    0.07% of the 13F portfolio, value $945,978.

    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 35,225 shares
    Change vs previous 13F +14,840 shares

    0.07% of the 13F portfolio, value $932,758.

    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 20,385 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $553,453.

    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).