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Cardinal Point Capital Management ULC: IBM position timeline

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

Cardinal Point Capital Management ULC held 39,033 IBM 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 39,033 shares
    Change vs previous 13F +1,729 shares

    0.62% of the 13F portfolio, value $10,976,470.

    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 37,304 shares
    Change vs previous 13F +313 shares

    0.55% of the 13F portfolio, value $9,042,117.

    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 36,991 shares
    Change vs previous 13F +320 shares

    0.72% of the 13F portfolio, value $10,957,104.

    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 36,671 shares
    Change vs previous 13F +1,108 shares

    0.72% of the 13F portfolio, value $10,347,089.

    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 35,563 shares
    Change vs previous 13F -17 shares

    0.83% of the 13F portfolio, value $10,483,261.

    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 35,580 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,847,323.

    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).