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Cassaday & Co Wealth Management LLC: MAR position timeline

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

Cassaday & Co Wealth Management LLC held 77,900 MAR 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 77,900 shares
    Change vs previous 13F -150 shares

    0.54% of the 13F portfolio, value $28,868,961.

    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 78,050 shares
    Change vs previous 13F +3,685 shares

    0.54% of the 13F portfolio, value $25,527,814.

    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 74,365 shares
    Change vs previous 13F +6 shares

    0.49% of the 13F portfolio, value $23,070,998.

    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 74,359 shares
    Change vs previous 13F -1,392 shares

    0.45% of the 13F portfolio, value $19,366,058.

    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 75,751 shares
    Change vs previous 13F +1,220 shares

    0.52% of the 13F portfolio, value $20,695,931.

    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 74,531 shares
    Change vs previous 13F -4 shares

    0.5% of the 13F portfolio, value $17,753,285.

    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 74,535 shares
    Change vs previous 13F -561 shares

    0.57% of the 13F portfolio, value $20,790,793.

    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 75,096 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $18,668,866.

    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).