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SwitchPoint Financial Planning, LLC

SEC CIK
0002055526
Latest filing
Aug 14, 2026

CDNS holding history

Cadence Design Systems Inc in every 13F filed by SwitchPoint Financial Planning, 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 Q2 2026 holdings

Shares (Q2 2026)
10,354
Value
$3.89M
% of portfolio
2.2%
Quarters held
7
Since Q4 2024
Holdings of CDNS by SwitchPoint Financial Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,354$3.89M2.2%+40.0%AddedHolders
Q1 202610,350$2.88M1.9%−10.0%ReducedHolders
Q4 202510,351$3.24M2.3%+20.0%AddedHolders
Q3 202510,349$3.64M2.6%+30.0%AddedHolders
Q2 202510,346$3.19M2.6%+40.0%AddedHolders
Q1 202510,342$2.63M2.5%00.0%UnchangedHolders
Q4 202410,342$3.11M3.0%–No prior filingHolders