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Cassady Wealth & Retirement Planning, LLC: PSEP position timeline

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

Cassady Wealth & Retirement Planning, LLC held 41,558 PSEP 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 41,558 shares
    Change vs previous 13F -280 shares

    0.89% of the 13F portfolio, value $1,913,746.

    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 §4.2).

  2. period ended2026-03-31
    13F 41,838 shares
    Change vs previous 13F -1,508 shares

    0.98% of the 13F portfolio, value $1,888,149.

    13F-HR 0002121075-26-000002 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 §4.2).

  3. period ended2025-12-31
    13F 43,346 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,895,018.

    13F-HR 0002121075-26-000001 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 §4.2).