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Cassaday & Co Wealth Management LLC: IWS position timeline

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

Cassaday & Co Wealth Management LLC held 1,043,989 IWS 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 1,043,989 shares
    Change vs previous 13F +20,250 shares

    3.23% of the 13F portfolio, value $171,840,541.

    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 1,023,739 shares
    Change vs previous 13F +18,611 shares

    3.18% of the 13F portfolio, value $149,199,755.

    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 1,005,128 shares
    Change vs previous 13F +12,562 shares

    2.99% of the 13F portfolio, value $141,773,346.

    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 992,566 shares
    Change vs previous 13F +15,603 shares

    3.2% of the 13F portfolio, value $138,631,660.

    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 976,963 shares
    Change vs previous 13F +4,749 shares

    3.23% of the 13F portfolio, value $129,095,878.

    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 972,214 shares
    Change vs previous 13F +5,654 shares

    3.44% of the 13F portfolio, value $122,469,752.

    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 966,560 shares
    Change vs previous 13F +14,938 shares

    3.41% of the 13F portfolio, value $125,014,886.

    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 951,622 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $125,851,996.

    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).