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Disclosery

Cassia Capital Partners, LLC: T position timeline

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

Cassia Capital Partners, LLC held 56,765 T 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 56,765 shares
    Change vs previous 13F +781 shares

    0.57% of the 13F portfolio, value $1,175,031.

    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 55,984 shares
    Change vs previous 13F +4,674 shares

    0.83% of the 13F portfolio, value $1,622,967.

    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 51,310 shares
    Change vs previous 13F -40 shares

    0.69% of the 13F portfolio, value $1,274,545.

    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 51,350 shares
    Change vs previous 13F +5,369 shares

    0.79% of the 13F portfolio, value $1,450,123.

    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 45,981 shares
    Change vs previous 13F -1,937 shares

    0.8% of the 13F portfolio, value $1,330,680.

    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 47,918 shares
    Change vs previous 13F +1,541 shares

    0.85% of the 13F portfolio, value $1,355,132.

    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 46,377 shares
    Change vs previous 13F +7,687 shares

    0.67% of the 13F portfolio, value $1,056,004.

    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 38,690 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $851,180.

    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).