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Cardinal Point Capital Management ULC: SU position timeline

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

Cardinal Point Capital Management ULC held 370,018 SU 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 370,018 shares
    Change vs previous 13F -8,458 shares

    1.13% of the 13F portfolio, value $19,867,962.

    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 378,476 shares
    Change vs previous 13F -16,841 shares

    1.53% of the 13F portfolio, value $24,982,837.

    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 395,317 shares
    Change vs previous 13F +8,998 shares

    1.15% of the 13F portfolio, value $17,570,926.

    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 386,319 shares
    Change vs previous 13F -5,528 shares

    1.13% of the 13F portfolio, value $16,162,071.

    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 391,847 shares
    Change vs previous 13F -2,214 shares

    1.16% of the 13F portfolio, value $14,650,821.

    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 394,061 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $14,656,189.

    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).