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Cassady Schiller Wealth Management, LLC: VEA position timeline

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

Cassady Schiller Wealth Management, LLC held 54,246 VEA 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 54,246 shares
    Change vs previous 13F +1,807 shares

    0.95% of the 13F portfolio, value $2,594,025.

    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 52,439 shares
    Change vs previous 13F +5,557 shares

    1.01% of the 13F portfolio, value $2,769,283.

    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 46,882 shares
    Change vs previous 13F +8,164 shares

    0.94% of the 13F portfolio, value $2,316,889.

    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 38,718 shares
    Change vs previous 13F +10,108 shares

    0.87% of the 13F portfolio, value $1,942,462.

    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 28,610 shares
    Change vs previous 13F +3,631 shares

    0.69% of the 13F portfolio, value $1,370,400.

    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 24,979 shares
    Change vs previous 13F +3,164 shares

    0.61% of the 13F portfolio, value $1,092,088.

    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 21,815 shares
    Change vs previous 13F +6,066 shares

    0.55% of the 13F portfolio, value $1,007,423.

    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 15,749 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $711,389.

    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).