Cardinal Point Capital Management, ULC »

Five9 shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Five9 (FIVN) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Five9

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All positions including Five9 held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Five9 by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2026-03-31 $698k 46k 15.17
2025-12-31 $585k 29k 20.05
2025-09-30 $946k 39k 24.20
2025-06-30 $933k 35k 26.48
2025-03-31 $554k 20k 27.15

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr National Mun Etf (MUB)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Rbc Cad (RY)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Toronto Dominion Bk Ont Com New (TD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cardinal Point Capital Management, ULC

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