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Cassady Schiller Wealth Management, LLC: DFAS position timeline

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

Cassady Schiller Wealth Management, LLC held 19,763 DFAS 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 19,763 shares
    Change vs previous 13F -161 shares

    0.47% of the 13F portfolio, value $1,286,187.

    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 19,924 shares
    Change vs previous 13F -395 shares

    0.47% of the 13F portfolio, value $1,292,282.

    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 20,319 shares
    Change vs previous 13F +2,590 shares

    0.5% of the 13F portfolio, value $1,220,779.

    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 17,729 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,105,240.

    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 17,729 shares
    Change vs previous 13F -14,985 shares

    0.53% of the 13F portfolio, value $1,057,016.

    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 32,714 shares
    Change vs previous 13F +1,590 shares

    0.95% of the 13F portfolio, value $1,717,170.

    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 31,124 shares
    Change vs previous 13F -1,464 shares

    0.93% of the 13F portfolio, value $1,705,622.

    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 32,588 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,717,398.

    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).