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Cassaday & Co Wealth Management LLC: GOOGL position timeline

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

Cassaday & Co Wealth Management LLC held 28,437 GOOGL 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 28,437 shares
    Change vs previous 13F -120 shares

    0.19% of the 13F portfolio, value $10,162,489.

    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 28,557 shares
    Change vs previous 13F -1,106 shares

    0.17% of the 13F portfolio, value $8,211,985.

    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 29,663 shares
    Change vs previous 13F +3,757 shares

    0.2% of the 13F portfolio, value $9,284,485.

    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 25,906 shares
    Change vs previous 13F +1,851 shares

    0.15% of the 13F portfolio, value $6,297,842.

    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 24,055 shares
    Change vs previous 13F +151 shares

    0.11% of the 13F portfolio, value $4,239,271.

    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 23,904 shares
    Change vs previous 13F +331 shares

    0.1% of the 13F portfolio, value $3,696,501.

    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 23,573 shares
    Change vs previous 13F +1,268 shares

    0.12% of the 13F portfolio, value $4,462,449.

    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 22,305 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,699,260.

    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).