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Disclosery

Cardinal Point Capital Management ULC: XLK position timeline

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

Cardinal Point Capital Management ULC held 14,737 XLK 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 14,737 shares
    Change vs previous 13F -285 shares

    0.16% of the 13F portfolio, value $2,806,904.

    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 15,022 shares
    Change vs previous 13F +3,414 shares

    0.12% of the 13F portfolio, value $1,996,622.

    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 11,608 shares
    Change vs previous 13F +6,041 shares

    0.11% of the 13F portfolio, value $1,671,031.

    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 5,567 shares
    Change vs previous 13F -474 shares

    0.11% of the 13F portfolio, value $1,572,897.

    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 6,041 shares
    Change vs previous 13F +4,585 shares

    0.12% of the 13F portfolio, value $1,529,512.

    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 1,456 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $300,655.

    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 1,456 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $338,571.

    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 1,456 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $328,728.

    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).