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Disclosery

Cardinal Point Capital Management ULC: OTEX position timeline

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

Cardinal Point Capital Management ULC held 447,449 OTEX 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 447,449 shares
    Change vs previous 13F +560 shares

    0.56% of the 13F portfolio, value $9,884,183.

    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 446,889 shares
    Change vs previous 13F +190,405 shares

    0.61% of the 13F portfolio, value $9,938,704.

    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 256,484 shares
    Change vs previous 13F -1,655 shares

    0.55% of the 13F portfolio, value $8,364,829.

    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 258,139 shares
    Change vs previous 13F -3,215 shares

    0.68% of the 13F portfolio, value $9,646,139.

    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 261,354 shares
    Change vs previous 13F -1,265 shares

    0.6% of the 13F portfolio, value $7,622,426.

    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 262,619 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,541,415.

    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).