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Cassaday & Co Wealth Management LLC: IJS position timeline

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

Cassaday & Co Wealth Management LLC held 78,070 IJS 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 78,070 shares
    Change vs previous 13F -495 shares

    0.2% of the 13F portfolio, value $10,670,586.

    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 78,565 shares
    Change vs previous 13F -627 shares

    0.2% of the 13F portfolio, value $9,306,057.

    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 79,192 shares
    Change vs previous 13F -171 shares

    0.19% of the 13F portfolio, value $9,005,717.

    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 79,363 shares
    Change vs previous 13F -68 shares

    0.2% of the 13F portfolio, value $8,776,795.

    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 79,431 shares
    Change vs previous 13F +16,226 shares

    0.2% of the 13F portfolio, value $7,902,564.

    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 63,205 shares
    Change vs previous 13F +5,058 shares

    0.17% of the 13F portfolio, value $6,161,235.

    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 58,147 shares
    Change vs previous 13F +813 shares

    0.17% of the 13F portfolio, value $6,315,304.

    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 57,334 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,172,573.

    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).