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Cadence Wealth Management LLC: FSCO position timeline

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

Cadence Wealth Management LLC held 19,395 FSCO 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 19,395 shares
    Change vs previous 13F +650 shares

    0.04% of the 13F portfolio, value $96,782.

    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 18,745 shares
    Change vs previous 13F +652 shares

    0.04% of the 13F portfolio, value $95,599.

    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 18,093 shares
    Change vs previous 13F +563 shares

    0.06% of the 13F portfolio, value $113,986.

    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 17,530 shares
    Change vs previous 13F +325 shares

    0.06% of the 13F portfolio, value $121,133.

    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 17,205 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $124,908.

    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 17,205 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $121,295.

    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 17,205 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $117,338.

    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 17,205 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $109,252.

    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).