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Disclosery

Cadence Wealth Management LLC: IEF position timeline

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

Cadence Wealth Management LLC held 144,074 IEF 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 144,074 shares
    Change vs previous 13F +24,450 shares

    6.1% of the 13F portfolio, value $13,625,101.

    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 119,624 shares
    Change vs previous 13F +36,570 shares

    4.76% of the 13F portfolio, value $11,416,899.

    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 83,054 shares
    Change vs previous 13F -63,477 shares

    3.86% of the 13F portfolio, value $7,986,496.

    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 146,531 shares
    Change vs previous 13F +23,819 shares

    7.4% of the 13F portfolio, value $14,134,380.

    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 122,712 shares
    Change vs previous 13F +3,633 shares

    7.77% of the 13F portfolio, value $11,752,128.

    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 119,079 shares
    Change vs previous 13F +51,077 shares

    8.39% of the 13F portfolio, value $11,356,564.

    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 68,002 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $6,286,785.

    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).