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Disclosery

Cadence Wealth Management LLC: NEM position timeline

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

Cadence Wealth Management LLC held 13,974 NEM 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 13,974 shares
    Change vs previous 13F +942 shares

    0.58% of the 13F portfolio, value $1,305,125.

    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 13,032 shares
    Change vs previous 13F -865 shares

    0.59% of the 13F portfolio, value $1,410,717.

    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 13,897 shares
    Change vs previous 13F -40 shares

    0.67% of the 13F portfolio, value $1,387,569.

    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 13,937 shares
    Change vs previous 13F -4,192 shares

    0.62% of the 13F portfolio, value $1,175,036.

    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 18,129 shares
    Change vs previous 13F +1,163 shares

    0.7% of the 13F portfolio, value $1,056,170.

    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 16,966 shares
    Change vs previous 13F +2,895 shares

    0.61% of the 13F portfolio, value $819,107.

    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 14,071 shares
    Change vs previous 13F +531 shares

    0.35% of the 13F portfolio, value $523,716.

    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 13,540 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $723,693.

    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).