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Cadence Wealth Management LLC: BTG position timeline

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

Cadence Wealth Management LLC held 323,855 BTG 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 323,855 shares
    Change vs previous 13F +23,656 shares

    0.54% of the 13F portfolio, value $1,211,218.

    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 300,199 shares
    Change vs previous 13F +72,881 shares

    0.57% of the 13F portfolio, value $1,359,901.

    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 227,318 shares
    Change vs previous 13F -18,670 shares

    0.49% of the 13F portfolio, value $1,025,204.

    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 245,988 shares
    Change vs previous 13F -64,504 shares

    0.64% of the 13F portfolio, value $1,217,641.

    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 310,492 shares
    Change vs previous 13F +18,603 shares

    0.74% of the 13F portfolio, value $1,120,876.

    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 291,889 shares
    Change vs previous 13F +54,193 shares

    0.61% of the 13F portfolio, value $831,884.

    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 237,696 shares
    Change vs previous 13F +7,990 shares

    0.38% of the 13F portfolio, value $579,978.

    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 229,706 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $707,494.

    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).