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Cadence Wealth Management LLC: DINO position timeline

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

Cadence Wealth Management LLC held 27,434 DINO 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 27,434 shares
    Change vs previous 13F +1,160 shares

    0.86% of the 13F portfolio, value $1,910,778.

    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 26,274 shares
    Change vs previous 13F +7,246 shares

    0.68% of the 13F portfolio, value $1,639,235.

    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 19,028 shares
    Change vs previous 13F +75 shares

    0.42% of the 13F portfolio, value $876,810.

    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 18,953 shares
    Change vs previous 13F +283 shares

    0.52% of the 13F portfolio, value $992,000.

    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 18,670 shares
    Change vs previous 13F +1,698 shares

    0.51% of the 13F portfolio, value $766,964.

    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 16,972 shares
    Change vs previous 13F +5,418 shares

    0.41% of the 13F portfolio, value $558,039.

    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 11,554 shares
    Change vs previous 13F +2,246 shares

    0.27% of the 13F portfolio, value $404,968.

    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 9,308 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $414,858.

    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).