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Disclosery

Cardinal Point Capital Management ULC: PM position timeline

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

Cardinal Point Capital Management ULC held 73,386 PM 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 73,386 shares
    Change vs previous 13F +185 shares

    0.75% of the 13F portfolio, value $13,276,261.

    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 73,201 shares
    Change vs previous 13F -3,169 shares

    0.74% of the 13F portfolio, value $12,103,053.

    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 76,370 shares
    Change vs previous 13F +7,584 shares

    0.8% of the 13F portfolio, value $12,252,740.

    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 68,786 shares
    Change vs previous 13F -415 shares

    0.78% of the 13F portfolio, value $11,157,089.

    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 69,201 shares
    Change vs previous 13F -1,020 shares

    1% of the 13F portfolio, value $12,603,578.

    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 70,221 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $11,146,179.

    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).