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Disclosery

Cassilly Financial Group LLC: STIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassilly Financial Group LLC on STIP, newest first. How the timeline and the estimate are built.

Cassilly Financial Group LLC held 5,625 STIP shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,625 shares
    Change vs previous 13F +1,061 shares

    0.38% of the 13F portfolio, value $560,824.

    13F-HR 0002090777-26-000007 filed by Cassilly Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 4,564 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $466,258.

    13F-HR/A 0002090777-26-000005 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).