• 13F History

Cardinal Point Capital Management ULC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$630M
Signature - Title
Matthew Zienty - Chief Compliance Officer
Location
Toronto, Ontario, Canada
Summary
This page shows a list of all the recent 13F filings made by Cardinal Point Capital Management ULC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cardinal Point Capital Management ULC reported 84 stock holdings with total value $630M as of Q4 2024. Top holdings included VTI, USFR, VGIT, LRGF, and VEU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 84 $630M +$48.2M -$14M +$34.3M VTI, USFR, VGIT, LRGF, VEU 13F-HR 1/13/2025, 07:18 PM
Q3 2024 83 $600M +$52.6M -$50.6M +$2.03M VTI, USFR, VGIT, VEU, LRGF 13F-HR 10/7/2024, 06:52 PM
Q2 2024 73 $575M +$43.9M -$3.32M +$40.6M VTI, USFR, VGIT, VEU, LRGF 13F-HR 7/12/2024, 03:18 PM
Q1 2024 72 $526M +$103M -$10.9M +$92M VTI, USFR, VGIT, VEU, LRGF 13F-HR 4/24/2024, 09:47 AM
Q4 2023 69 $413M +$35.9M -$29.9M +$5.97M VTI, USFR, VGIT, VEU, LRGF 13F-HR 1/12/2024, 10:53 AM
Q3 2023 67 $382M +$77M -$13.7M +$63.3M VTI, USFR, VGIT, VEU, LRGF 13F-HR 10/19/2023, 12:00 PM
Q2 2023 68 $332M +$13M -$12.8M +$186K VTI, USFR, VEU, LRGF, IAU 13F-HR 8/9/2023, 06:29 PM
Q1 2023 80 $329M +$26M -$2.08M +$24M VTI, USFR, VEU, LRGF, IAU Restatement 6/21/2023, 02:43 PM
Q4 2022 69 $290M VTI, USFR, VEU, LRGF, IAU Restatement 6/21/2023, 02:42 PM