Skip to content
Disclosery

Cadent Capital Advisors, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cadent Capital Advisors, LLC on IYW, newest first. How the timeline and the estimate are built.

Cadent Capital Advisors, LLC held 42,167 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,167 shares
    Change vs previous 13F -2,889 shares

    2.39% of the 13F portfolio, value $11,170,069.

    13F-HR 0001803536-26-000004 filed by Cadent Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,056 shares
    Change vs previous 13F -4,676 shares

    2.36% of the 13F portfolio, value $11,364,447.

    13F-HR 0001803536-26-000003 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 49,732 shares
    Change vs previous 13F -2,762 shares

    2.39% of the 13F portfolio, value $9,022,312.

    13F-HR 0001803536-26-000002 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 52,494 shares
    Change vs previous 13F -4,175 shares

    2.77% of the 13F portfolio, value $10,481,922.

    13F-HR 0001803536-26-000001 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 56,669 shares
    Change vs previous 13F +5,195 shares

    2.94% of the 13F portfolio, value $11,099,222.

    13F-HR 0001803536-25-000005 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 51,474 shares
    Change vs previous 13F -560 shares

    2.92% of the 13F portfolio, value $8,918,908.

    13F-HR 0001803536-25-000004 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 52,034 shares
    Change vs previous 13F -594 shares

    2.78% of the 13F portfolio, value $7,307,624.

    13F-HR 0001803536-25-000003 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 52,628 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $8,395,194.

    13F-HR 0001803536-25-000001 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).