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Cassady Schiller Wealth Management, LLC: FBND position timeline

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

Cassady Schiller Wealth Management, LLC held 38,841 FBND 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 38,841 shares
    Change vs previous 13F -261 shares

    0.64% of the 13F portfolio, value $1,742,808.

    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 39,102 shares
    Change vs previous 13F +938 shares

    0.67% of the 13F portfolio, value $1,827,610.

    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 38,164 shares
    Change vs previous 13F -6,280 shares

    0.7% of the 13F portfolio, value $1,714,704.

    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 44,444 shares
    Change vs previous 13F -2,078 shares

    0.9% of the 13F portfolio, value $2,013,746.

    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 46,522 shares
    Change vs previous 13F +1,048 shares

    1.07% of the 13F portfolio, value $2,141,855.

    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 45,474 shares
    Change vs previous 13F +3,519 shares

    1.1% of the 13F portfolio, value $1,980,848.

    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 41,955 shares
    Change vs previous 13F +1,555 shares

    1.04% of the 13F portfolio, value $1,905,612.

    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 40,400 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,858,377.

    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).