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Cassady Schiller Wealth Management, LLC: MUB position timeline

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

Cassady Schiller Wealth Management, LLC held 0 MUB 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 0 shares
    Change vs previous 13F -440 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 440 shares
    Change vs previous 13F -283 shares

    0.02% of the 13F portfolio, value $47,797.

    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 723 shares
    Change vs previous 13F -810 shares

    0.03% of the 13F portfolio, value $77,036.

    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 1,533 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $164,951.

    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 1,533 shares
    Change vs previous 13F -1,532 shares

    0.08% of the 13F portfolio, value $166,193.

    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 3,065 shares
    Change vs previous 13F -1,650 shares

    0.17% of the 13F portfolio, value $314,285.

    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 4,715 shares
    Change vs previous 13F +315 shares

    0.27% of the 13F portfolio, value $503,232.

    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 4,400 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $474,056.

    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).