Cadence Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Westborough, MA
CIK
0001845250
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 37 103,303 13F-HR 8/3/2023 000195175723000484 Cadence Wealth Management LLC
Q1 2023 31 98,209 13F-HR 5/4/2023 000195175723000252 Cadence Wealth Management LLC
Q4 2022 26 116,642 13F-HR 2/9/2023 000184525023000001 Cadence Wealth Management LLC
Q3 2022 29 106,432 13F-HR 11/14/2022 000184525022000004 Cadence Wealth Management LLC
Q2 2022 35 96,477 13F-HR 8/15/2022 000184525022000003 Cadence Wealth Management LLC
Q1 2022 36 130,268 13F-HR 5/16/2022 000184525022000002 Cadence Wealth Management LLC
Q4 2021 35 91,129 13F-HR 2/8/2022 000184525022000001 Cadence Wealth Management LLC
Q3 2021 33 88,426 13F-HR 11/4/2021 000184525021000003 Cadence Wealth Management LLC
Q2 2021 34 118,434 13F-HR 8/12/2021 000184525021000002 Cadence Wealth Management LLC
Q1 2021 32 110,662 13F-HR 5/17/2021 000184525021000001 Cadence Wealth Management LLC