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Disclosery

Cadence Wealth Management LLC: PAAS position timeline

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

Cadence Wealth Management LLC held 26,922 PAAS 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 26,922 shares
    Change vs previous 13F +2,070 shares

    0.54% of the 13F portfolio, value $1,205,836.

    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 24,852 shares
    Change vs previous 13F -3,922 shares

    0.57% of the 13F portfolio, value $1,357,665.

    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 28,774 shares
    Change vs previous 13F -1,458 shares

    0.72% of the 13F portfolio, value $1,490,781.

    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 30,232 shares
    Change vs previous 13F -13,527 shares

    0.61% of the 13F portfolio, value $1,170,885.

    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 43,759 shares
    Change vs previous 13F +2,629 shares

    0.82% of the 13F portfolio, value $1,242,756.

    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 41,130 shares
    Change vs previous 13F +1,342 shares

    0.79% of the 13F portfolio, value $1,062,388.

    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 39,788 shares
    Change vs previous 13F +1,229 shares

    0.53% of the 13F portfolio, value $804,513.

    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 38,559 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $804,726.

    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).