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Cardinal Point Capital Management ULC: USFR position timeline

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

Cardinal Point Capital Management ULC held 1,436,227 USFR 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 1,436,227 shares
    Change vs previous 13F -38,211 shares

    4.1% of the 13F portfolio, value $72,314,054.

    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 1,474,438 shares
    Change vs previous 13F +37,555 shares

    4.55% of the 13F portfolio, value $74,223,224.

    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 1,436,883 shares
    Change vs previous 13F +10,977 shares

    4.73% of the 13F portfolio, value $72,303,949.

    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 1,425,906 shares
    Change vs previous 13F -13,853 shares

    5.02% of the 13F portfolio, value $71,765,866.

    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 1,439,759 shares
    Change vs previous 13F +25,410 shares

    5.74% of the 13F portfolio, value $72,434,278.

    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 1,414,349 shares
    Change vs previous 13F +3,104 shares

    6.54% of the 13F portfolio, value $71,184,188.

    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 1,411,245 shares
    Change vs previous 13F +48,496 shares

    11.27% of the 13F portfolio, value $71,013,843.

    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 1,362,749 shares
    Change vs previous 13F not available

    11.41% of the 13F portfolio, value $68,437,263.

    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).