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Cassaday & Co Wealth Management LLC: IWN position timeline

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

Cassaday & Co Wealth Management LLC held 654,442 IWN 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 654,442 shares
    Change vs previous 13F +9,653 shares

    2.72% of the 13F portfolio, value $144,762,609.

    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 644,789 shares
    Change vs previous 13F +9,139 shares

    2.6% of the 13F portfolio, value $122,245,571.

    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 635,650 shares
    Change vs previous 13F +9,222 shares

    2.43% of the 13F portfolio, value $115,186,225.

    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 626,428 shares
    Change vs previous 13F +9,685 shares

    2.55% of the 13F portfolio, value $110,758,793.

    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 616,743 shares
    Change vs previous 13F +8,667 shares

    2.44% of the 13F portfolio, value $97,297,357.

    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 608,076 shares
    Change vs previous 13F +4,756 shares

    2.58% of the 13F portfolio, value $91,807,320.

    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 603,320 shares
    Change vs previous 13F +10,244 shares

    2.7% of the 13F portfolio, value $99,047,006.

    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 593,076 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $98,936,956.

    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).