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Cassaday & Co Wealth Management LLC: IWP position timeline

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

Cassaday & Co Wealth Management LLC held 2,243,150 IWP 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 2,243,150 shares
    Change vs previous 13F +58,416 shares

    6.17% of the 13F portfolio, value $328,419,572.

    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 2,184,734 shares
    Change vs previous 13F +41,659 shares

    5.96% of the 13F portfolio, value $279,908,074.

    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 2,143,075 shares
    Change vs previous 13F +24,872 shares

    6.18% of the 13F portfolio, value $293,472,746.

    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 2,118,203 shares
    Change vs previous 13F +8,121 shares

    6.95% of the 13F portfolio, value $301,653,311.

    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 2,110,082 shares
    Change vs previous 13F -5,559 shares

    7.32% of the 13F portfolio, value $292,626,149.

    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 2,115,641 shares
    Change vs previous 13F -24,045 shares

    6.99% of the 13F portfolio, value $248,566,686.

    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 2,139,686 shares
    Change vs previous 13F +5,536 shares

    7.4% of the 13F portfolio, value $271,205,225.

    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 2,134,150 shares
    Change vs previous 13F not available

    7.08% of the 13F portfolio, value $250,314,431.

    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).