Cassady Schiller Wealth Management, LLC: NEAR position timeline

Cassady Schiller Wealth Management, LLC held 76,413 NEAR 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 76,413 shares

   Change vs previous 13F -3,859 shares

   1.42% of the 13F portfolio, value $3,858,842.

   13F-HR 0001855205-25-000006 filed by Cassady Schiller Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 80,272 shares

   Change vs previous 13F -16,029 shares

   1.5% of the 13F portfolio, value $4,113,141.

   13F-HR 0001855205-24-000048 filed by Cassady Schiller Wealth Management, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 96,301 shares

   Change vs previous 13F -18,933 shares

   1.97% of the 13F portfolio, value $4,846,830.

   13F-HR 0001855205-24-000027 filed by Cassady Schiller Wealth Management, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 115,234 shares

   Change vs previous 13F -12,116 shares

   2.6% of the 13F portfolio, value $5,814,731.

   13F-HR 0001998414-24-000001 filed by Cassady Schiller Wealth Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 127,350 shares

   Change vs previous 13F +43,102 shares

   3.23% of the 13F portfolio, value $6,433,727.

   13F-HR 0001855205-24-000004 filed by Cassady Schiller Wealth Management, LLC
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 84,248 shares

   Change vs previous 13F +15,878 shares

   2.33% of the 13F portfolio, value $4,203,114.

   13F-HR 0001904425-23-000009 filed by Cassady Schiller Wealth Management, LLC
   Filed 2023-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 68,370 shares

   Change vs previous 13F +3,045 shares

   1.85% of the 13F portfolio, value $3,399,339.

   13F-HR 0001904425-23-000004 filed by Cassady Schiller Wealth Management, LLC
   Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 65,325 shares

   Change vs previous 13F not available

   1.52% of the 13F portfolio, value $3,240,126.

   13F-HR 0001904425-23-000002 filed by Cassady Schiller Wealth Management, LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).