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Cadence Wealth Management LLC: FANG position timeline

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

Cadence Wealth Management LLC held 5,416 FANG 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 5,416 shares
    Change vs previous 13F +1,060 shares

    0.43% of the 13F portfolio, value $952,043.

    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 4,356 shares
    Change vs previous 13F +700 shares

    0.36% of the 13F portfolio, value $861,592.

    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 3,656 shares
    Change vs previous 13F +43 shares

    0.27% of the 13F portfolio, value $549,619.

    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 3,613 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $517,030.

    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).