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Cassaday & Co Wealth Management LLC: TLT position timeline

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

Cassaday & Co Wealth Management LLC held 671,779 TLT 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 671,779 shares
    Change vs previous 13F +642,154 shares

    1.09% of the 13F portfolio, value $58,055,142.

    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 29,625 shares
    Change vs previous 13F -507 shares

    0.05% of the 13F portfolio, value $2,568,192.

    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 30,132 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $2,626,306.

    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 30,149 shares
    Change vs previous 13F -60,930 shares

    0.06% of the 13F portfolio, value $2,694,417.

    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 91,079 shares
    Change vs previous 13F -313,551 shares

    0.2% of the 13F portfolio, value $8,037,722.

    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 404,630 shares
    Change vs previous 13F -379,453 shares

    1.04% of the 13F portfolio, value $36,833,496.

    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 784,083 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $68,473,969.

    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).