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Cassaday & Co Wealth Management LLC: DJP position timeline

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

Cassaday & Co Wealth Management LLC held 1,376,491 DJP 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 1,376,491 shares
    Change vs previous 13F +9,392 shares

    1.13% of the 13F portfolio, value $60,166,422.

    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 1,367,099 shares
    Change vs previous 13F +7,208 shares

    1.4% of the 13F portfolio, value $65,812,146.

    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 1,359,891 shares
    Change vs previous 13F +8,106 shares

    1.08% of the 13F portfolio, value $51,145,501.

    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).

  4. period ended2025-09-30
    13F 1,351,785 shares
    Change vs previous 13F +50,648 shares

    1.1% of the 13F portfolio, value $47,907,261.

    13F-HR 0001963612-25-000002 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).

  5. period ended2025-06-30
    13F 1,301,137 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $44,212,636.

    13F-HR 0001765380-25-000286 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).