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Disclosery

Cadence Wealth Management LLC: EDV position timeline

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

Cadence Wealth Management LLC held 275,654 EDV 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 275,654 shares
    Change vs previous 13F -107,949 shares

    8.03% of the 13F portfolio, value $17,939,562.

    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 383,603 shares
    Change vs previous 13F +171,253 shares

    10.39% of the 13F portfolio, value $24,915,015.

    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 212,350 shares
    Change vs previous 13F +167,458 shares

    6.66% of the 13F portfolio, value $13,804,874.

    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 44,892 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,072,857.

    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).