Skip to content

Cadence Wealth Management LLC: VEU position timeline

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

Cadence Wealth Management LLC held 67,064 VEU 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 67,064 shares
    Change vs previous 13F +967 shares

    2.52% of the 13F portfolio, value $5,616,611.

    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 66,097 shares
    Change vs previous 13F -280 shares

    2.07% of the 13F portfolio, value $4,963,869.

    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 66,377 shares
    Change vs previous 13F -3,857 shares

    2.36% of the 13F portfolio, value $4,882,672.

    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 70,234 shares
    Change vs previous 13F +1,471 shares

    2.63% of the 13F portfolio, value $5,012,599.

    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 68,763 shares
    Change vs previous 13F +483 shares

    3.06% of the 13F portfolio, value $4,622,233.

    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 68,280 shares
    Change vs previous 13F -1,525 shares

    3.06% of the 13F portfolio, value $4,141,892.

    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 69,805 shares
    Change vs previous 13F -1,467 shares

    2.65% of the 13F portfolio, value $4,007,523.

    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 71,272 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $4,490,112.

    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).