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Cadence Wealth Management LLC: KGC position timeline

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

Cadence Wealth Management LLC held 44,673 KGC 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 44,673 shares
    Change vs previous 13F +2,784 shares

    0.47% of the 13F portfolio, value $1,055,176.

    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 41,889 shares
    Change vs previous 13F +950 shares

    0.53% of the 13F portfolio, value $1,278,452.

    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 40,939 shares
    Change vs previous 13F -5,294 shares

    0.56% of the 13F portfolio, value $1,152,842.

    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 46,233 shares
    Change vs previous 13F +581 shares

    0.6% of the 13F portfolio, value $1,148,890.

    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 45,652 shares
    Change vs previous 13F -16,629 shares

    0.47% of the 13F portfolio, value $713,541.

    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 62,281 shares
    Change vs previous 13F -21,986 shares

    0.58% of the 13F portfolio, value $785,363.

    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 84,267 shares
    Change vs previous 13F +1,488 shares

    0.52% of the 13F portfolio, value $781,155.

    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 82,779 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $774,811.

    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).