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Cadence Wealth Management LLC: XLE position timeline

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

Cadence Wealth Management LLC held 537,917 XLE 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 537,917 shares
    Change vs previous 13F +367,124 shares

    12.8% of the 13F portfolio, value $28,568,756.

    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 170,793 shares
    Change vs previous 13F +1,578 shares

    4.36% of the 13F portfolio, value $10,462,775.

    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 169,215 shares
    Change vs previous 13F +82,641 shares

    3.65% of the 13F portfolio, value $7,565,598.

    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 86,574 shares
    Change vs previous 13F +3,840 shares

    4.05% of the 13F portfolio, value $7,734,546.

    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 82,734 shares
    Change vs previous 13F +4,545 shares

    4.64% of the 13F portfolio, value $7,016,675.

    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 78,189 shares
    Change vs previous 13F +922 shares

    5.4% of the 13F portfolio, value $7,306,740.

    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 77,267 shares
    Change vs previous 13F +1,713 shares

    4.38% of the 13F portfolio, value $6,618,677.

    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 75,554 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $6,633,612.

    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).