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Cadence Wealth Management LLC: TLT position timeline

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

Cadence Wealth Management LLC held 288,384 TLT 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 288,384 shares
    Change vs previous 13F -263,391 shares

    11.16% of the 13F portfolio, value $24,922,145.

    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 551,775 shares
    Change vs previous 13F -23,199 shares

    19.96% of the 13F portfolio, value $47,833,375.

    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 574,974 shares
    Change vs previous 13F +76,790 shares

    24.19% of the 13F portfolio, value $50,114,734.

    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 498,184 shares
    Change vs previous 13F +19,696 shares

    23.32% of the 13F portfolio, value $44,522,704.

    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 478,488 shares
    Change vs previous 13F +49,754 shares

    27.93% of the 13F portfolio, value $42,226,566.

    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 428,734 shares
    Change vs previous 13F +9,532 shares

    28.85% of the 13F portfolio, value $39,027,656.

    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 419,202 shares
    Change vs previous 13F +24,423 shares

    24.25% of the 13F portfolio, value $36,608,911.

    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 394,779 shares
    Change vs previous 13F not available

    31.49% of the 13F portfolio, value $38,727,820.

    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).