Q1 2023 13F Holdings Report, Restatement, Options Holdings
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Signature - Title
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Matthew Zienty - Chief Compliance Officer, CPWMP
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Location
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Irvine, CA
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Options holdings as of
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31 Mar 2023
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Notional value
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$0
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Number of holdings
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0
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Filing time
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21 Jun 2023, 14:47:34 UTC
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Description
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All US holdings of this investor are reported in this report.
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Stock holdings
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Showing options holdings,
see here
for stock holdings
Cardinal Point Wealth Management Partners, LLC Q1 2023 Portfolio
Cardinal Point Wealth Management Partners, LLC didn't report any options holdings as of Q1 2023.
Check stock holdings.
Filing 2023 Q1 - Restatement compared to
2022 Q4 - Restatement by default. Changes are calculated vs the previous SEC filing.
Person Signing this Report on Behalf of Reporting Manager:
| Name |
Title |
City, State |
Date |
| Matthew Zienty |
Chief Compliance Officer, CPWMP |
Toronto, Ontario, Canada |
21 Jun 2023 |
As of 10/12/2022, Cardinal Point Wealth Management Partners, LLC filed an ADV-W, ceased operations and has since been dissolved. The 13F Filing for the 1Q 2023 reporting period submitted on 5/10/2023 (0001085146-23-002188) was submitted in error. Please refer to Cardinal Point Capital Management, ULC (CIK: 1950841) for future filings.