Cassaday & Co Wealth Management LLC: DFAT position timeline

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

Cassaday & Co Wealth Management LLC held 3,175 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 3,175 shares
Change vs previous 13F +82 shares
<0.01% of the 13F portfolio, value $221,933.
13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,093 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $193,158.
13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).