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Cardinal Point Wealth Management LLC

CIK: 0001869778 | IRVINE, CA

Q2 2021 vs Q3 2021 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2021
13F-HR42$11.5M2021-11-05SEC ↗
Q2 2021
13F-HR41$22.5M2021-08-04SEC ↗
Q1 2021
13F-HR38$16.6M2021-07-02SEC ↗
Q4 2020
13F-HR32$16.8M2021-07-02SEC ↗