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Cassady Schiller Wealth Management, LLC: VTV position timeline

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

Cassady Schiller Wealth Management, LLC held 251,932 VTV 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 251,932 shares
    Change vs previous 13F +3,003 shares

    15.65% of the 13F portfolio, value $42,652,161.

    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 248,929 shares
    Change vs previous 13F -8,253 shares

    15.89% of the 13F portfolio, value $43,455,499.

    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 257,182 shares
    Change vs previous 13F +22,395 shares

    16.76% of the 13F portfolio, value $41,254,617.

    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 234,787 shares
    Change vs previous 13F +13,741 shares

    17.08% of the 13F portfolio, value $38,237,470.

    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 221,046 shares
    Change vs previous 13F +7,975 shares

    16.58% of the 13F portfolio, value $33,046,343.

    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 213,071 shares
    Change vs previous 13F +9,187 shares

    16.28% of the 13F portfolio, value $29,388,838.

    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 203,884 shares
    Change vs previous 13F +11,184 shares

    15.75% of the 13F portfolio, value $28,971,891.

    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 192,700 shares
    Change vs previous 13F not available

    12.52% of the 13F portfolio, value $26,613,860.

    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).