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Disclosery

Cardinal Point Capital Management ULC: WM position timeline

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

Cardinal Point Capital Management ULC held 3,892 WM 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 3,892 shares
    Change vs previous 13F +1,217 shares

    0.05% of the 13F portfolio, value $867,486.

    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 2,675 shares
    Change vs previous 13F +154 shares

    0.04% of the 13F portfolio, value $614,599.

    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 2,521 shares
    Change vs previous 13F +56 shares

    0.04% of the 13F portfolio, value $553,889.

    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 2,465 shares
    Change vs previous 13F +141 shares

    0.04% of the 13F portfolio, value $536,612.

    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 2,324 shares
    Change vs previous 13F +147 shares

    0.04% of the 13F portfolio, value $531,778.

    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 2,177 shares
    Change vs previous 13F -125 shares

    0.05% of the 13F portfolio, value $503,997.

    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 2,302 shares
    Change vs previous 13F +130 shares

    0.07% of the 13F portfolio, value $464,521.

    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 2,172 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $450,907.

    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).