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1858 Wealth Management, LLC

SEC CIK
0002011812
Latest filing
Nov 14, 2025

CDNS holding history

Cadence Design Systems Inc in every 13F filed by 1858 Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CDNS overviewAll 13F holders of CDNSFull Q3 2025 holdings

Shares (Q3 2025)
1,788
Value
$628.1K
% of portfolio
0.4%
Quarters held
8
Since Q4 2023
Holdings of CDNS by 1858 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,788$628.1K0.4%+69+4.0%AddedHolders
Q2 20251,719$529.7K0.4%00.0%UnchangedHolders
Q1 20251,719$437.2K0.4%00.0%UnchangedHolders
Q4 20241,719$516.5K0.4%−34−1.9%ReducedHolders
Q3 20241,753$475.0K0.4%−4,832−73.4%ReducedHolders
Q2 20246,585$2.03M1.7%+3,931+148.1%AddedHolders
Q1 20242,654$722.9K0.7%00.0%UnchangedHolders
Q4 20232,654$722.9K0.7%–No prior filingHolders