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Disclosery

Cadence Wealth Management LLC: AEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cadence Wealth Management LLC on AEM, newest first. How the timeline and the estimate are built.

Cadence Wealth Management LLC held 7,257 AEM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,257 shares
    Change vs previous 13F +626 shares

    0.5% of the 13F portfolio, value $1,125,778.

    13F-HR 0001951757-26-001252 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,631 shares
    Change vs previous 13F -450 shares

    0.56% of the 13F portfolio, value $1,345,960.

    13F-HR 0001951757-26-000830 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,081 shares
    Change vs previous 13F -16 shares

    0.58% of the 13F portfolio, value $1,200,442.

    13F-HR 0001951757-26-000388 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,097 shares
    Change vs previous 13F -1,341 shares

    0.63% of the 13F portfolio, value $1,196,270.

    13F-HR 0001951757-25-001281 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,438 shares
    Change vs previous 13F -1,826 shares

    0.66% of the 13F portfolio, value $1,003,531.

    13F-HR 0001951757-25-001058 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,264 shares
    Change vs previous 13F -2,616 shares

    0.82% of the 13F portfolio, value $1,112,720.

    13F-HR 0001951757-25-000516 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,880 shares
    Change vs previous 13F +307 shares

    0.67% of the 13F portfolio, value $1,007,345.

    13F-HR 0001951757-25-000226 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,573 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,012,881.

    13F-HR 0001951757-24-001172 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).