Cassady Schiller Wealth Management, LLC: VOO position timeline

Cassady Schiller Wealth Management, LLC held 43,721 VOO 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 43,721 shares

   Change vs previous 13F +719 shares

   8.64% of the 13F portfolio, value $23,557,571.

   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 43,002 shares

   Change vs previous 13F +933 shares

   8.3% of the 13F portfolio, value $22,690,905.

   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 42,069 shares

   Change vs previous 13F +3,204 shares

   8.55% of the 13F portfolio, value $21,040,188.

   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 38,865 shares

   Change vs previous 13F +3,598 shares

   8.34% of the 13F portfolio, value $18,682,366.

   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 35,267 shares

   Change vs previous 13F +2,236 shares

   7.73% of the 13F portfolio, value $15,404,715.

   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 33,031 shares

   Change vs previous 13F +1,733 shares

   7.19% of the 13F portfolio, value $12,971,419.

   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 31,298 shares

   Change vs previous 13F +1,433 shares

   6.93% of the 13F portfolio, value $12,746,850.

   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 29,865 shares

   Change vs previous 13F not available

   5.29% of the 13F portfolio, value $11,231,336.

   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).