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Cadence Wealth Management LLCETFConcentrated trader

CIK: 0001845250 | WESTBOROUGH, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR63$223.3M2026-08-12SEC ↗
Q1 2026
13F-HR58$239.7M2026-05-12SEC ↗
Q4 2025
13F-HR57$207.1M2026-02-06SEC ↗
Q3 2025
13F-HR58$190.9M2025-11-06SEC ↗
Q2 2025
13F-HR51$151.2M2025-08-12SEC ↗
Q1 2025
13F-HR45$135.3M2025-05-06SEC ↗
Q4 2024
13F-HR47$151.0M2025-02-10SEC ↗
Q3 2024
13F-HR45$123.0M2024-11-06SEC ↗
Q2 2024
13F-HR47$143.1M2024-07-31SEC ↗
Q1 2024
13F-HR42$97.2M2024-05-10SEC ↗
Q4 2023
13F-HR39$127.4M2024-02-05SEC ↗
Q3 2023
13F-HR43$120.4M2023-11-08SEC ↗
Q2 2023
13F-HR37$103.3M2023-08-03SEC ↗
Q1 2023
13F-HR31$98.2M2023-05-04SEC ↗
Q4 2022
13F-HR26$116.6M2023-02-09SEC ↗
Q3 2022
13F-HR29$297.2K2022-11-14SEC ↗
Q2 2022
13F-HR35$96.5K2022-08-15SEC ↗
Q1 2022
13F-HR36$130.3K2022-05-16SEC ↗
Q4 2021
13F-HR35$573.6K2022-02-09SEC ↗
Q3 2021
13F-HR33$316.2K2021-11-04SEC ↗
Q2 2021
13F-HR34$118.4K2021-08-12SEC ↗
Q1 2021
13F-HR32$110.7K2021-05-17SEC ↗