13F Filings History of Cardinal Point Wealth Management Partners, LLC

Latest 13F report
Q3 2022 - 03 Nov 2022
Value $
$0
Signature - Title
Donald M. Zienty - Chief Compliance Officer
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by Cardinal Point Wealth Management Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cardinal Point Wealth Management Partners, LLC reported 49 stock holdings with total value $209,504,000 as of Q3 2022. Top holdings included VTI, USFR, VEU, DYNF, and IAU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 0 $0 $0 $0 $0 Restatement 21 Jun 2023, 14:47
Q4 2022 0 $0 $0 -$209,504,000 -$209,504,000 Restatement 21 Jun 2023, 14:48
Q3 2022 49 $209,504,000 +$18,674,998 -$7,357,137 +$11,317,861 VTI, USFR, VEU, DYNF, IAU 13F-HR 02 Nov 2022, 20:23
Q2 2022 50 $208,533,000 +$41,899,036 -$27,830,539 +$14,068,497 VTI, USFR, VEU, DYNF, IAU 13F-HR 18 Jul 2022, 21:19
Q1 2022 51 $224,213,000 +$33,065,780 -$26,469,250 +$6,596,530 VTI, BOND, DYNF, VEU, IAU 13F-HR 02 May 2022, 17:10
Q4 2021 49 $230,567,000 $0 $0 $0 VTI, BOND, VEU, USMV, IAU 13F-HR 10 Feb 2022, 16:25