Cassady Schiller Wealth Management, LLC: CMF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassady Schiller Wealth Management, LLC on CMF, newest first. How the timeline and the estimate are built.
Cassady Schiller Wealth Management, LLC held 0 CMF shares at 2024-09-30 per its 13F-HR filed 2024-11-06.
the latest 13F is the newest step
- period ended2024-09-3013F 0 sharesChange vs previous 13F -4,199 shares
13F-HR 0001855205-24-000048 filed by Cassady Schiller 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 ended2024-06-3013F 4,199 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $238,839.
13F-HR 0001855205-24-000027 filed by Cassady Schiller Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 4,199 sharesChange vs previous 13F +519 shares
0.11% of the 13F portfolio, value $241,610.
13F-HR 0001998414-24-000001 filed by Cassady Schiller Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 3,680 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $213,219.
13F-HR 0001855205-24-000004 filed by Cassady Schiller Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 3,680 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $201,811.
13F-HR 0001904425-23-000009 filed by Cassady Schiller Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).