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Cardinal Point Capital Management ULC: PFE position timeline

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

Cardinal Point Capital Management ULC held 332,062 PFE 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 332,062 shares
    Change vs previous 13F +2,955 shares

    0.45% of the 13F portfolio, value $7,996,053.

    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 329,107 shares
    Change vs previous 13F +5,450 shares

    0.57% of the 13F portfolio, value $9,241,325.

    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 323,657 shares
    Change vs previous 13F +9,385 shares

    0.53% of the 13F portfolio, value $8,059,059.

    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 314,272 shares
    Change vs previous 13F +2,240 shares

    0.56% of the 13F portfolio, value $8,007,651.

    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 312,032 shares
    Change vs previous 13F +2,745 shares

    0.6% of the 13F portfolio, value $7,563,656.

    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 309,287 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $7,837,333.

    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).