WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in CDNS — Cadence Design Systems Inc
CIK 752365
SOUTH BEND, IN
Position in CDNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$245,834
+$36,718 QoQ
Shares Held
655
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,161
of 1,494 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $899,407 across 3 Software - Application names. CDNS ranks #3 (27.3% of the industry book) .
All Filings in CDNS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,834 | 655 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $209,116 | 669 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $238,856 | 680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $206,152 | 669 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||