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Disclosery

Cadence Wealth Management LLC: VWO position timeline

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

Cadence Wealth Management LLC held 67,595 VWO 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 67,595 shares
    Change vs previous 13F +1,173 shares

    1.81% of the 13F portfolio, value $4,034,730.

    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 66,422 shares
    Change vs previous 13F +2,747 shares

    1.5% of the 13F portfolio, value $3,590,115.

    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 63,675 shares
    Change vs previous 13F -401 shares

    1.65% of the 13F portfolio, value $3,423,148.

    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 64,076 shares
    Change vs previous 13F +1,148 shares

    1.82% of the 13F portfolio, value $3,471,638.

    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 62,928 shares
    Change vs previous 13F +9,313 shares

    2.06% of the 13F portfolio, value $3,112,419.

    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 53,615 shares
    Change vs previous 13F +12,030 shares

    1.79% of the 13F portfolio, value $2,426,615.

    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 41,585 shares
    Change vs previous 13F +4,983 shares

    1.21% of the 13F portfolio, value $1,831,403.

    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 36,602 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,751,406.

    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).