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Cassady Schiller Wealth Management, LLC: VOE position timeline

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

Cassady Schiller Wealth Management, LLC held 44,588 VOE 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 44,588 shares
    Change vs previous 13F +2,355 shares

    2.65% of the 13F portfolio, value $7,213,015.

    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 42,233 shares
    Change vs previous 13F +1,939 shares

    2.59% of the 13F portfolio, value $7,081,181.

    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 40,294 shares
    Change vs previous 13F +1,929 shares

    2.46% of the 13F portfolio, value $6,061,489.

    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 38,365 shares
    Change vs previous 13F +4,292 shares

    2.67% of the 13F portfolio, value $5,981,419.

    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 34,073 shares
    Change vs previous 13F +1,177 shares

    2.48% of the 13F portfolio, value $4,940,979.

    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 32,896 shares
    Change vs previous 13F +1,336 shares

    2.39% of the 13F portfolio, value $4,308,069.

    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 31,560 shares
    Change vs previous 13F +426 shares

    2.37% of the 13F portfolio, value $4,367,252.

    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 31,134 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $4,174,086.

    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).