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Disclosery

Cadence Wealth Management LLC: SCHF position timeline

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

Cadence Wealth Management LLC held 8,484 SCHF 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 8,484 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $235,007.

    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 8,484 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $209,979.

    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 8,404 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $202,032.

    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).