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Cardinal Strategic Wealth Guidance: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cardinal Strategic Wealth Guidance on OEF, newest first. How the timeline and the estimate are built.

Cardinal Strategic Wealth Guidance held 24,409 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,409 shares
    Change vs previous 13F -42,825 shares

    2.02% of the 13F portfolio, value $8,930,521.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 67,234 shares
    Change vs previous 13F +2,226 shares

    5.64% of the 13F portfolio, value $21,385,119.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 65,008 shares
    Change vs previous 13F +20,484 shares

    5.83% of the 13F portfolio, value $22,295,794.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 44,524 shares
    Change vs previous 13F -554 shares

    3.99% of the 13F portfolio, value $14,819,369.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 45,078 shares
    Change vs previous 13F +9,193 shares

    3.96% of the 13F portfolio, value $13,719,490.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 35,885 shares
    Change vs previous 13F +14,354 shares

    3.1% of the 13F portfolio, value $9,718,735.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 21,531 shares
    Change vs previous 13F -714 shares

    1.98% of the 13F portfolio, value $6,219,230.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 22,245 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $6,156,527.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).