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waypoint wealth counsel

SEC CIK
0001807909
Latest filing
Aug 4, 2026

CADE holding history

Cadence Bancorporation in every 13F filed by waypoint wealth counsel, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2023
Holdings of CADE by waypoint wealth counsel, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−27,028−100.0%Sold outHolders
Q4 202327,028$799.8K0.7%00.0%UnchangedHolders
Q3 202327,028$573.5K0.5%−26,401−49.4%ReducedHolders
Q2 202353,429$1.05M0.9%+53,429NewHolders