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Disclosery

Cadence Wealth Management LLC: MOS position timeline

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

Cadence Wealth Management LLC held 55,066 MOS 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 55,066 shares
    Change vs previous 13F +4,652 shares

    0.52% of the 13F portfolio, value $1,166,849.

    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 50,414 shares
    Change vs previous 13F +15,176 shares

    0.54% of the 13F portfolio, value $1,285,557.

    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 35,238 shares
    Change vs previous 13F +8,672 shares

    0.41% of the 13F portfolio, value $848,883.

    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 26,566 shares
    Change vs previous 13F +1,432 shares

    0.48% of the 13F portfolio, value $921,309.

    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 25,134 shares
    Change vs previous 13F +1,880 shares

    0.61% of the 13F portfolio, value $916,888.

    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 23,254 shares
    Change vs previous 13F +1,365 shares

    0.46% of the 13F portfolio, value $628,091.

    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 21,889 shares
    Change vs previous 13F +6,630 shares

    0.36% of the 13F portfolio, value $538,032.

    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 15,259 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $408,636.

    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).