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Cassaday & Co Wealth Management LLC: IJK position timeline

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

Cassaday & Co Wealth Management LLC held 210,445 IJK 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 210,445 shares
    Change vs previous 13F -1,795 shares

    0.46% of the 13F portfolio, value $24,727,311.

    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 212,240 shares
    Change vs previous 13F +5,184 shares

    0.45% of the 13F portfolio, value $21,355,595.

    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 207,056 shares
    Change vs previous 13F -11 shares

    0.42% of the 13F portfolio, value $20,059,592.

    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 207,067 shares
    Change vs previous 13F -1,543 shares

    0.46% of the 13F portfolio, value $19,855,653.

    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 208,610 shares
    Change vs previous 13F +13,077 shares

    0.48% of the 13F portfolio, value $18,979,367.

    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 195,533 shares
    Change vs previous 13F +14,361 shares

    0.46% of the 13F portfolio, value $16,283,963.

    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 181,172 shares
    Change vs previous 13F +2,145 shares

    0.45% of the 13F portfolio, value $16,473,951.

    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 179,027 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $16,457,983.

    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).