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Disclosery

Cardinal Point Capital Management ULC: PEP position timeline

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

Cardinal Point Capital Management ULC held 71,831 PEP 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 71,831 shares
    Change vs previous 13F +300 shares

    0.55% of the 13F portfolio, value $9,725,918.

    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 71,531 shares
    Change vs previous 13F +314 shares

    0.68% of the 13F portfolio, value $11,108,049.

    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 71,217 shares
    Change vs previous 13F +1,985 shares

    0.67% of the 13F portfolio, value $10,221,064.

    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 69,232 shares
    Change vs previous 13F +9,757 shares

    0.68% of the 13F portfolio, value $9,722,942.

    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 59,475 shares
    Change vs previous 13F +2,680 shares

    0.62% of the 13F portfolio, value $7,853,079.

    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 56,795 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,515,842.

    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).