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Cassaday & Co Wealth Management LLC: IJT position timeline

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

Cassaday & Co Wealth Management LLC held 101,162 IJT 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 101,162 shares
    Change vs previous 13F -1,041 shares

    0.34% of the 13F portfolio, value $18,067,543.

    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 102,203 shares
    Change vs previous 13F +626 shares

    0.32% of the 13F portfolio, value $14,789,761.

    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 101,577 shares
    Change vs previous 13F -1,484 shares

    0.3% of the 13F portfolio, value $14,338,673.

    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 103,061 shares
    Change vs previous 13F -1,610 shares

    0.34% of the 13F portfolio, value $14,583,115.

    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 104,671 shares
    Change vs previous 13F +19,705 shares

    0.35% of the 13F portfolio, value $13,925,490.

    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 84,966 shares
    Change vs previous 13F +21,747 shares

    0.3% of the 13F portfolio, value $10,578,267.

    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 63,219 shares
    Change vs previous 13F +2,005 shares

    0.23% of the 13F portfolio, value $8,557,957.

    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 61,214 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,538,741.

    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).