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Cadence Wealth Management LLC: SBSW position timeline

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

Cadence Wealth Management LLC held 102,815 SBSW 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 102,815 shares
    Change vs previous 13F +11,735 shares

    0.39% of the 13F portfolio, value $872,899.

    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 91,080 shares
    Change vs previous 13F -10,062 shares

    0.47% of the 13F portfolio, value $1,122,106.

    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 101,142 shares
    Change vs previous 13F +214 shares

    0.7% of the 13F portfolio, value $1,441,274.

    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 100,928 shares
    Change vs previous 13F -13,816 shares

    0.59% of the 13F portfolio, value $1,134,431.

    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 114,744 shares
    Change vs previous 13F +7,561 shares

    0.55% of the 13F portfolio, value $828,452.

    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 107,183 shares
    Change vs previous 13F +9,717 shares

    0.36% of the 13F portfolio, value $490,898.

    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 97,466 shares
    Change vs previous 13F +4,815 shares

    0.21% of the 13F portfolio, value $321,638.

    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 92,651 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $380,796.

    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).