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Cassaday & Co Wealth Management LLC: SPEM position timeline

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

Cassaday & Co Wealth Management LLC held 1,110,730 SPEM 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 1,110,730 shares
    Change vs previous 13F -16,438 shares

    1.08% of the 13F portfolio, value $57,513,609.

    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 1,127,168 shares
    Change vs previous 13F -10,106 shares

    1.13% of the 13F portfolio, value $52,875,446.

    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 1,137,274 shares
    Change vs previous 13F -4,139 shares

    1.12% of the 13F portfolio, value $53,235,791.

    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 1,141,413 shares
    Change vs previous 13F -162 shares

    1.23% of the 13F portfolio, value $53,429,524.

    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 1,141,575 shares
    Change vs previous 13F +996,366 shares

    1.22% of the 13F portfolio, value $48,790,898.

    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 145,209 shares
    Change vs previous 13F -21,681 shares

    0.16% of the 13F portfolio, value $5,716,879.

    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 166,890 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,403,570.

    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).