Cadence Wealth Management LLC: VALE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cadence Wealth Management LLC on VALE, newest first. How the timeline and the estimate are built.
Cadence Wealth Management LLC held 48,947 VALE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 48,947 sharesChange vs previous 13F +2,515 shares
0.33% of the 13F portfolio, value $736,163.
13F-HR 0001951757-26-001252 filed by Cadence Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,432 sharesChange vs previous 13F +2,788 shares
0.31% of the 13F portfolio, value $738,733.
13F-HR 0001951757-26-000830 filed by Cadence Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,644 sharesChange vs previous 13F +185 shares
0.27% of the 13F portfolio, value $568,681.
13F-HR 0001951757-26-000388 filed by Cadence Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,459 sharesChange vs previous 13F +2,645 shares
0.25% of the 13F portfolio, value $471,965.
13F-HR 0001951757-25-001281 filed by Cadence Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,814 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $396,304.
13F-HR 0001951757-25-001058 filed by Cadence Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).