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Disclosery

Cadence Wealth Management LLC: VOO position timeline

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

Cadence Wealth Management LLC held 1,108 VOO 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 1,108 shares
    Change vs previous 13F +417 shares

    0.34% of the 13F portfolio, value $760,934.

    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 691 shares
    Change vs previous 13F -19 shares

    0.17% of the 13F portfolio, value $413,084.

    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 710 shares
    Change vs previous 13F -28 shares

    0.21% of the 13F portfolio, value $445,098.

    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 738 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $451,786.

    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).