Filer · Institutional
Cassaday & Co Wealth ManagementLLC
CIK 0001963612TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 13
Q1 202613F-HR
0001963612-26-000002 · filed 2026-05-07
1,361
positions
Q4 202513F-HR
0001963612-26-000001 · filed 2026-02-03
351
positions
Q3 202513F-HR
0001963612-25-000002 · filed 2025-11-07
344
positions
Q2 202513F-HR
0001765380-25-000286 · filed 2025-08-05
332
positions
Q1 202513F-HR
0001765380-25-000163 · filed 2025-05-05
317
positions
Q4 202413F-HR
0001765380-25-000031 · filed 2025-02-03
320
positions
Q3 202413F-HR
0001765380-24-000408 · filed 2024-11-07
311
positions
Q2 202413F-HR
0001765380-24-000247 · filed 2024-07-30
290
positions
Q1 202413F-HR
0001765380-24-000198 · filed 2024-05-08
296
positions
Q4 202313F-HR/A
0001765380-24-000140 · filed 2024-02-14
267
positions
Q4 202313F-HR
0001765380-24-000051 · filed 2024-02-09
267
positions
Q3 202313F-HR
0001765380-23-000203 · filed 2023-11-06
260
positions
Q2 202313F-HR
0001765380-23-000132 · filed 2023-08-07
256
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.