Cadence Wealth Management LLC quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Cadence Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1845250): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SmartHarvest Portfolios, LLC | United States | $0.240B | 387 |
| MB, LEVIS & ASSOCIATES, LLC | United States | $0.240B | 234 |
| WMG Financial Advisors, LLC | United States | $0.240B | 177 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | United States | $0.240B | 179 |
| TTP Investments, Inc. | United States | $0.240B | 35 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | United States | $0.239B | 14 |
| Mainsail Financial Group, LLC | United States | $0.240B | 62 |
| Groupe Bruxelles Lambert | Belgium | $0.240B | 1 |
| Bay Rivers Group | United States | $0.240B | 109 |
| BOYUM WEALTH ARCHITECTS LLC | United States | $0.239B | 73 |