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Cassaday & Co Wealth Management LLC: BKSY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on BKSY, newest first. How the timeline and the estimate are built.

Cassaday & Co Wealth Management LLC held 172 BKSY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172 shares
    Change vs previous 13F -11,249 shares

    <0.01% of the 13F portfolio, value $4,803.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,421 shares
    Change vs previous 13F -1,760 shares

    0.01% of the 13F portfolio, value $287,353.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,144.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).