Skip to content
Disclosery

Cassady Wealth & Retirement Planning, LLC: DDFM position timeline

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

Cassady Wealth & Retirement Planning, LLC held 11,530 DDFM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,530 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $227,711.

    13F-HR 0002121075-26-000003 filed by Cassady Wealth & Retirement Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).