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Cassady Schiller Wealth Management, LLC: DFAE position timeline

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

Cassady Schiller Wealth Management, LLC held 243,660 DFAE 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 243,660 shares
    Change vs previous 13F +59,131 shares

    2.27% of the 13F portfolio, value $6,181,650.

    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 184,529 shares
    Change vs previous 13F +23,532 shares

    1.85% of the 13F portfolio, value $5,057,935.

    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 160,997 shares
    Change vs previous 13F +49,831 shares

    1.69% of the 13F portfolio, value $4,164,988.

    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 111,166 shares
    Change vs previous 13F +23,258 shares

    1.23% of the 13F portfolio, value $2,748,019.

    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 87,908 shares
    Change vs previous 13F +81,020 shares

    1.06% of the 13F portfolio, value $2,119,453.

    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 6,888 shares
    Change vs previous 13F +1,138 shares

    0.09% of the 13F portfolio, value $155,462.

    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 5,750 shares
    Change vs previous 13F +1,000 shares

    0.07% of the 13F portfolio, value $134,895.

    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 4,750 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $109,345.

    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).