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Cassady Schiller Wealth Management, LLC: DFAT position timeline

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

Cassady Schiller Wealth Management, LLC held 32,280 DFAT 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 32,280 shares
    Change vs previous 13F -2,245 shares

    0.66% of the 13F portfolio, value $1,796,699.

    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 34,525 shares
    Change vs previous 13F -2,395 shares

    0.7% of the 13F portfolio, value $1,920,608.

    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 36,920 shares
    Change vs previous 13F -120 shares

    0.78% of the 13F portfolio, value $1,915,029.

    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 37,040 shares
    Change vs previous 13F -360 shares

    0.9% of the 13F portfolio, value $2,016,075.

    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 37,400 shares
    Change vs previous 13F -88 shares

    0.98% of the 13F portfolio, value $1,957,130.

    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 37,488 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,712,833.

    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 37,488 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,739,074.

    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 37,488 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,668,222.

    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).