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Cadence Wealth Management LLC: HP position timeline

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

Cadence Wealth Management LLC held 43,253 HP 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 43,253 shares
    Change vs previous 13F +2,664 shares

    0.63% of the 13F portfolio, value $1,416,103.

    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 40,589 shares
    Change vs previous 13F +1,247 shares

    0.61% of the 13F portfolio, value $1,462,422.

    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 39,342 shares
    Change vs previous 13F -2,006 shares

    0.54% of the 13F portfolio, value $1,128,329.

    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 41,348 shares
    Change vs previous 13F +1,648 shares

    0.48% of the 13F portfolio, value $913,377.

    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 39,700 shares
    Change vs previous 13F +17,559 shares

    0.4% of the 13F portfolio, value $601,852.

    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 22,141 shares
    Change vs previous 13F +13,364 shares

    0.43% of the 13F portfolio, value $578,323.

    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 8,777 shares
    Change vs previous 13F +363 shares

    0.19% of the 13F portfolio, value $281,040.

    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 8,414 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $255,954.

    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).