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Disclosery

Cadence Wealth Management LLC: NTR position timeline

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

Cadence Wealth Management LLC held 18,437 NTR 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 18,437 shares
    Change vs previous 13F +1,511 shares

    0.52% of the 13F portfolio, value $1,160,609.

    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 16,926 shares
    Change vs previous 13F +1,505 shares

    0.53% of the 13F portfolio, value $1,277,236.

    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 15,421 shares
    Change vs previous 13F +658 shares

    0.46% of the 13F portfolio, value $951,784.

    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 14,763 shares
    Change vs previous 13F +841 shares

    0.45% of the 13F portfolio, value $866,736.

    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 13,922 shares
    Change vs previous 13F +1,049 shares

    0.54% of the 13F portfolio, value $810,817.

    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 12,873 shares
    Change vs previous 13F +511 shares

    0.47% of the 13F portfolio, value $639,402.

    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 12,362 shares
    Change vs previous 13F +1,892 shares

    0.37% of the 13F portfolio, value $553,200.

    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 10,470 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $503,188.

    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).