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Disclosery

Cardinal Point Capital Management ULC: SPY position timeline

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

Cardinal Point Capital Management ULC held 6,847 SPY 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 6,847 shares
    Change vs previous 13F +151 shares

    0.29% of the 13F portfolio, value $5,121,877.

    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 6,696 shares
    Change vs previous 13F +1,464 shares

    0.27% of the 13F portfolio, value $4,362,476.

    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 5,232 shares
    Change vs previous 13F +52 shares

    0.23% of the 13F portfolio, value $3,573,712.

    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 5,180 shares
    Change vs previous 13F +2,363 shares

    0.24% of the 13F portfolio, value $3,447,008.

    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 2,817 shares
    Change vs previous 13F -155 shares

    0.14% of the 13F portfolio, value $1,745,413.

    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 2,972 shares
    Change vs previous 13F +1,669 shares

    0.15% of the 13F portfolio, value $1,667,030.

    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).

  7. period ended2024-12-31
    13F 1,303 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $766,202.

    13F-HR 0001085146-25-000157 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).

  8. period ended2024-09-30
    13F 1,299 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $747,710.

    13F-HR 0001085146-24-004697 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).