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Cassaday & Co Wealth Management LLC: EEM position timeline

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

Cassaday & Co Wealth Management LLC held 1,814,769 EEM 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 1,814,769 shares
    Change vs previous 13F -40,811 shares

    2.33% of the 13F portfolio, value $124,148,374.

    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 1,855,580 shares
    Change vs previous 13F -42,070 shares

    2.24% of the 13F portfolio, value $105,378,383.

    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 1,897,650 shares
    Change vs previous 13F -30,269 shares

    2.19% of the 13F portfolio, value $103,820,426.

    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 1,927,919 shares
    Change vs previous 13F -26,406 shares

    2.37% of the 13F portfolio, value $102,950,866.

    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 1,954,325 shares
    Change vs previous 13F +46,511 shares

    2.36% of the 13F portfolio, value $94,276,630.

    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).

  6. period ended2025-03-31
    13F 1,907,814 shares
    Change vs previous 13F -28,666 shares

    2.34% of the 13F portfolio, value $83,371,477.

    13F-HR 0001765380-25-000163 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).

  7. period ended2024-12-31
    13F 1,936,480 shares
    Change vs previous 13F +27,779 shares

    2.21% of the 13F portfolio, value $80,983,599.

    13F-HR 0001765380-25-000031 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).

  8. period ended2024-09-30
    13F 1,908,701 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $87,533,010.

    13F-HR 0001765380-24-000408 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).