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Disclosery

Cadence Wealth Management LLC: SLV position timeline

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

Cadence Wealth Management LLC held 370,232 SLV 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 370,232 shares
    Change vs previous 13F +57,708 shares

    8.87% of the 13F portfolio, value $19,796,305.

    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 312,524 shares
    Change vs previous 13F -3,645 shares

    8.88% of the 13F portfolio, value $21,295,385.

    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 316,169 shares
    Change vs previous 13F -250,176 shares

    9.83% of the 13F portfolio, value $20,367,607.

    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 566,345 shares
    Change vs previous 13F -157,805 shares

    12.57% of the 13F portfolio, value $23,996,038.

    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 724,150 shares
    Change vs previous 13F +15,040 shares

    15.72% of the 13F portfolio, value $23,759,362.

    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 709,110 shares
    Change vs previous 13F +86,365 shares

    16.24% of the 13F portfolio, value $21,975,319.

    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 622,745 shares
    Change vs previous 13F -137,320 shares

    10.86% of the 13F portfolio, value $16,396,876.

    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 760,065 shares
    Change vs previous 13F not available

    17.56% of the 13F portfolio, value $21,593,447.

    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).