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Cadence Wealth Management LLC: CEF position timeline

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

Cadence Wealth Management LLC held 207,150 CEF 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 207,150 shares
    Change vs previous 13F -6,944 shares

    3.73% of the 13F portfolio, value $8,333,644.

    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 214,094 shares
    Change vs previous 13F -20,419 shares

    4.26% of the 13F portfolio, value $10,216,566.

    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 234,513 shares
    Change vs previous 13F -31,178 shares

    5.19% of the 13F portfolio, value $10,740,695.

    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 265,691 shares
    Change vs previous 13F -2,837 shares

    5.11% of the 13F portfolio, value $9,748,203.

    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 268,528 shares
    Change vs previous 13F -5,464 shares

    5.35% of the 13F portfolio, value $8,082,693.

    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 273,992 shares
    Change vs previous 13F -10,026 shares

    5.75% of the 13F portfolio, value $7,784,113.

    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 284,018 shares
    Change vs previous 13F -13,560 shares

    4.47% of the 13F portfolio, value $6,748,268.

    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 297,578 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $7,287,685.

    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).