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Disclosery

Cadence Wealth Management LLC: META position timeline

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

Cadence Wealth Management LLC held 2,119 META 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 2,119 shares
    Change vs previous 13F +12 shares

    0.53% of the 13F portfolio, value $1,193,639.

    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 2,107 shares
    Change vs previous 13F +18 shares

    0.5% of the 13F portfolio, value $1,205,447.

    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 2,089 shares
    Change vs previous 13F +71 shares

    0.67% of the 13F portfolio, value $1,378,832.

    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 2,018 shares
    Change vs previous 13F +4 shares

    0.78% of the 13F portfolio, value $1,481,947.

    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 2,014 shares
    Change vs previous 13F +6 shares

    0.98% of the 13F portfolio, value $1,486,629.

    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 2,008 shares
    Change vs previous 13F +1 shares

    0.86% of the 13F portfolio, value $1,157,523.

    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 2,007 shares
    Change vs previous 13F +1 shares

    0.78% of the 13F portfolio, value $1,175,332.

    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 2,006 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,148,550.

    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).