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Disclosery

Cadence Wealth Management LLC: SSRM position timeline

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

Cadence Wealth Management LLC held 53,356 SSRM 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 53,356 shares
    Change vs previous 13F +1,178 shares

    0.68% of the 13F portfolio, value $1,508,908.

    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 52,178 shares
    Change vs previous 13F +9,609 shares

    0.64% of the 13F portfolio, value $1,532,595.

    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 42,569 shares
    Change vs previous 13F -1,389 shares

    0.45% of the 13F portfolio, value $933,329.

    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 43,958 shares
    Change vs previous 13F -9,127 shares

    0.56% of the 13F portfolio, value $1,073,055.

    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 53,085 shares
    Change vs previous 13F +2,795 shares

    0.45% of the 13F portfolio, value $677,755.

    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 50,290 shares
    Change vs previous 13F +1,374 shares

    0.37% of the 13F portfolio, value $504,124.

    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 48,916 shares
    Change vs previous 13F +1,928 shares

    0.23% of the 13F portfolio, value $341,670.

    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 46,988 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $266,835.

    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).