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Cadence Wealth Management LLC: RIO position timeline

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

Cadence Wealth Management LLC held 16,921 RIO 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 16,921 shares
    Change vs previous 13F +762 shares

    0.72% of the 13F portfolio, value $1,606,311.

    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 16,159 shares
    Change vs previous 13F +1,006 shares

    0.63% of the 13F portfolio, value $1,507,473.

    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 15,153 shares
    Change vs previous 13F +237 shares

    0.59% of the 13F portfolio, value $1,212,695.

    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 14,916 shares
    Change vs previous 13F +679 shares

    0.52% of the 13F portfolio, value $984,605.

    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 14,237 shares
    Change vs previous 13F +1,326 shares

    0.55% of the 13F portfolio, value $830,444.

    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 12,911 shares
    Change vs previous 13F +710 shares

    0.57% of the 13F portfolio, value $775,693.

    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 12,201 shares
    Change vs previous 13F +481 shares

    0.48% of the 13F portfolio, value $717,541.

    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 11,720 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $834,112.

    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).