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Cassaday & Co Wealth Management LLC: IWO position timeline

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

Cassaday & Co Wealth Management LLC held 947,047 IWO 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 947,047 shares
    Change vs previous 13F +11,572 shares

    7.01% of the 13F portfolio, value $373,098,817.

    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 935,475 shares
    Change vs previous 13F +13,806 shares

    6.25% of the 13F portfolio, value $293,561,283.

    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 921,669 shares
    Change vs previous 13F +10,522 shares

    6.27% of the 13F portfolio, value $297,708,249.

    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 911,147 shares
    Change vs previous 13F +10,143 shares

    6.72% of the 13F portfolio, value $291,603,412.

    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 901,004 shares
    Change vs previous 13F +12,754 shares

    6.45% of the 13F portfolio, value $257,561,006.

    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 888,250 shares
    Change vs previous 13F -2,967 shares

    6.38% of the 13F portfolio, value $226,974,613.

    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 891,217 shares
    Change vs previous 13F +13,989 shares

    7% of the 13F portfolio, value $256,510,118.

    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 877,228 shares
    Change vs previous 13F not available

    7.04% of the 13F portfolio, value $249,132,873.

    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).