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Lloyds TSB shares owned by Cardinal Point Capital Management, ULC

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

Historical chart of Cardinal Point Capital Management, ULC investment in Lloyds TSB

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All positions including Lloyds TSB 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 Lloyds TSB by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2026-06-30 $146k 25k 5.83

More positions owned by Cardinal Point Capital Management, ULC

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

View all positions for Cardinal Point Capital Management, ULC

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