Cassaday & Co Wealth Management LLC: ZROZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on ZROZ, newest first. How the timeline and the estimate are built.
Cassaday & Co Wealth Management LLC held 0 ZROZ shares at 2025-09-30 per its 13F-HR filed 2025-11-07.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -37,270 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 37,270 sharesChange vs previous 13F +3,308 shares
0.06% of the 13F portfolio, value $2,499,699.
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 33,962 sharesChange vs previous 13F +10,000 shares
0.07% of the 13F portfolio, value $2,432,699.
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 23,962 sharesChange vs previous 13F +8,737 shares
0.04% of the 13F portfolio, value $1,644,273.
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 15,225 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,254,845.
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).