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Cadence Wealth Management LLC: JHMB position timeline

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

Cadence Wealth Management LLC held 15,184 JHMB 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 15,184 shares
    Change vs previous 13F +655 shares

    0.15% of the 13F portfolio, value $333,213.

    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 14,529 shares
    Change vs previous 13F +1,845 shares

    0.13% of the 13F portfolio, value $319,830.

    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 12,684 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $281,077.

    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).