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Cadence Wealth Management LLC: JMTG position timeline

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

Cadence Wealth Management LLC held 11,672 JMTG 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 11,672 shares
    Change vs previous 13F -2,273 shares

    0.26% of the 13F portfolio, value $591,544.

    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 13,945 shares
    Change vs previous 13F -4,068 shares

    0.3% of the 13F portfolio, value $711,197.

    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 18,013 shares
    Change vs previous 13F -11,528 shares

    0.44% of the 13F portfolio, value $919,762.

    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 29,541 shares
    Change vs previous 13F -7,462 shares

    0.79% of the 13F portfolio, value $1,506,604.

    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 37,003 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,857,181.

    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).