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Cassia Capital Partners, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassia Capital Partners, LLC on ACWX, newest first. How the timeline and the estimate are built.

Cassia Capital Partners, LLC held 164,223 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,223 shares
    Change vs previous 13F -2,302 shares

    6.06% of the 13F portfolio, value $12,498,983.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 166,525 shares
    Change vs previous 13F +29,895 shares

    5.86% of the 13F portfolio, value $11,401,990.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 136,630 shares
    Change vs previous 13F -3,184 shares

    4.96% of the 13F portfolio, value $9,170,389.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 139,814 shares
    Change vs previous 13F +637 shares

    4.96% of the 13F portfolio, value $9,089,312.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 139,177 shares
    Change vs previous 13F -4,817 shares

    5.1% of the 13F portfolio, value $8,481,450.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 143,994 shares
    Change vs previous 13F -2,174 shares

    4.98% of the 13F portfolio, value $7,984,471.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 146,168 shares
    Change vs previous 13F +1,058 shares

    4.86% of the 13F portfolio, value $7,624,125.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 145,110 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $8,303,178.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).