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Cassia Capital Partners, LLC: USFR position timeline

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

Cassia Capital Partners, LLC held 269,160 USFR 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 269,160 shares
    Change vs previous 13F +4,382 shares

    6.57% of the 13F portfolio, value $13,552,217.

    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 264,778 shares
    Change vs previous 13F -7,289 shares

    6.86% of the 13F portfolio, value $13,328,943.

    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 272,067 shares
    Change vs previous 13F -112,139 shares

    7.41% of the 13F portfolio, value $13,690,411.

    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 384,206 shares
    Change vs previous 13F -15,930 shares

    10.55% of the 13F portfolio, value $19,314,023.

    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 400,136 shares
    Change vs previous 13F -11,346 shares

    12.11% of the 13F portfolio, value $20,130,829.

    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 411,482 shares
    Change vs previous 13F -11,049 shares

    12.92% of the 13F portfolio, value $20,709,911.

    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 422,531 shares
    Change vs previous 13F -105,441 shares

    13.56% of the 13F portfolio, value $21,261,742.

    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 527,972 shares
    Change vs previous 13F not available

    17.5% of the 13F portfolio, value $26,514,773.

    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).