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Cassaday & Co Wealth Management LLC: VOT position timeline

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

Cassaday & Co Wealth Management LLC held 103,861 VOT 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 103,861 shares
    Change vs previous 13F -541 shares

    0.6% of the 13F portfolio, value $31,812,625.

    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 104,402 shares
    Change vs previous 13F -366 shares

    0.57% of the 13F portfolio, value $26,867,855.

    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 104,768 shares
    Change vs previous 13F -1,164 shares

    0.62% of the 13F portfolio, value $29,244,940.

    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 105,932 shares
    Change vs previous 13F -547 shares

    0.72% of the 13F portfolio, value $31,121,763.

    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 106,479 shares
    Change vs previous 13F -3,607 shares

    0.76% of the 13F portfolio, value $30,281,563.

    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 110,086 shares
    Change vs previous 13F +800 shares

    0.76% of the 13F portfolio, value $26,931,440.

    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 109,286 shares
    Change vs previous 13F -2,189 shares

    0.76% of the 13F portfolio, value $27,731,323.

    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 111,475 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $27,140,819.

    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).