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Cassady Wealth & Retirement Planning, LLC: VEA position timeline

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

Cassady Wealth & Retirement Planning, LLC held 117,852 VEA 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 117,852 shares
    Change vs previous 13F +8,198 shares

    3.9% of the 13F portfolio, value $8,396,931.

    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 109,654 shares
    Change vs previous 13F +13,641 shares

    3.91% of the 13F portfolio, value $7,544,216.

    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 96,013 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $5,997,940.

    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).