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Disclosery

Cassia Capital Partners, LLC: EDIV position timeline

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

Cassia Capital Partners, LLC held 103,332 EDIV 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 103,332 shares
    Change vs previous 13F +950 shares

    2.05% of the 13F portfolio, value $4,231,396.

    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 102,382 shares
    Change vs previous 13F +89,682 shares

    2.08% of the 13F portfolio, value $4,042,052.

    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 12,700 shares
    Change vs previous 13F -440 shares

    0.27% of the 13F portfolio, value $497,205.

    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 13,140 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $510,489.

    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).