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Disclosery

Cadence Wealth Management LLC: TS position timeline

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

Cadence Wealth Management LLC held 24,863 TS 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 24,863 shares
    Change vs previous 13F +1,153 shares

    0.62% of the 13F portfolio, value $1,379,648.

    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 23,710 shares
    Change vs previous 13F +1,698 shares

    0.58% of the 13F portfolio, value $1,379,448.

    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 22,012 shares
    Change vs previous 13F +619 shares

    0.41% of the 13F portfolio, value $846,361.

    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 21,393 shares
    Change vs previous 13F +775 shares

    0.4% of the 13F portfolio, value $765,228.

    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 20,618 shares
    Change vs previous 13F +1,574 shares

    0.51% of the 13F portfolio, value $771,113.

    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 19,044 shares
    Change vs previous 13F +895 shares

    0.55% of the 13F portfolio, value $744,811.

    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 18,149 shares
    Change vs previous 13F +583 shares

    0.45% of the 13F portfolio, value $685,851.

    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 17,566 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $558,423.

    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).