Cassaday & Co Wealth Management LLC: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on LIN, newest first. How the timeline and the estimate are built.
Cassaday & Co Wealth Management LLC held 806 LIN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 806 sharesChange vs previous 13F -11 shares
0.01% of the 13F portfolio, value $418,266.
13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 817 sharesChange vs previous 13F -78 shares
0.01% of the 13F portfolio, value $405,036.
13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 895 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $381,620.
13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 895 sharesChange vs previous 13F +7 shares
0.01% of the 13F portfolio, value $425,125.
13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 888 sharesChange vs previous 13F +26 shares
0.01% of the 13F portfolio, value $416,632.
13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 862 sharesChange vs previous 13F -23 shares
0.01% of the 13F portfolio, value $401,382.
13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 885 sharesChange vs previous 13F +13 shares
0.01% of the 13F portfolio, value $370,523.
13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 872 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $415,822.
13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).