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Cardinal Point Wealth Management LLC
CIK: 0001869778 | IRVINE, CA
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Q2 2021 vs Q3 2021 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2021
13F-HR
42
$11.5M
2021-11-05
SEC ↗
Q2 2021
13F-HR
41
$22.5M
2021-08-04
SEC ↗
Q1 2021
13F-HR
38
$16.6M
2021-07-02
SEC ↗
Q4 2020
13F-HR
32
$16.8M
2021-07-02
SEC ↗