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Cassady Schiller Wealth Management, LLC: DFAC position timeline

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

Cassady Schiller Wealth Management, LLC held 146,892 DFAC shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 146,892 shares
    Change vs previous 13F -3,603 shares

    1.86% of the 13F portfolio, value $5,080,984.

    13F-HR 0001855205-25-000006 filed by Cassady Schiller 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 ended2024-09-30
    13F 150,495 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $5,160,463.

    13F-HR 0001855205-24-000048 filed by Cassady Schiller 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 ended2024-06-30
    13F 150,495 shares
    Change vs previous 13F -818 shares

    1.97% of the 13F portfolio, value $4,851,949.

    13F-HR 0001855205-24-000027 filed by Cassady Schiller 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 ended2024-03-31
    13F 151,313 shares
    Change vs previous 13F -3,016 shares

    2.16% of the 13F portfolio, value $4,834,441.

    13F-HR 0001998414-24-000001 filed by Cassady Schiller 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 ended2023-12-31
    13F 154,329 shares
    Change vs previous 13F -2,180 shares

    2.26% of the 13F portfolio, value $4,511,046.

    13F-HR 0001855205-24-000004 filed by Cassady Schiller 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 ended2023-09-30
    13F 156,509 shares
    Change vs previous 13F 0 shares

    2.27% of the 13F portfolio, value $4,100,524.

    13F-HR 0001904425-23-000009 filed by Cassady Schiller 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 ended2023-06-30
    13F 156,509 shares
    Change vs previous 13F -9,182 shares

    2.31% of the 13F portfolio, value $4,249,207.

    13F-HR 0001904425-23-000004 filed by Cassady Schiller 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 ended2023-03-31
    13F 165,691 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $4,221,807.

    13F-HR 0001904425-23-000002 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).