IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cassady Schiller Wealth Management, LLCGrowth

CIK: 0001904425 | CINCINNATI, OH

Q3 2024 vs Q4 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q4 2024
13F-HR1148$272.7M2025-02-10SEC ↗
Q3 2024
13F-HR469$273.4M2024-11-06SEC ↗
Q2 2024
13F-HR472$246.2M2024-08-12SEC ↗
Q1 2024
13F-HR499$224.0M2024-05-13SEC ↗
Q4 2023
13F-HR436$199.3M2024-02-09SEC ↗
Q3 2023
13F-HR451$180.5M2023-11-09SEC ↗
Q2 2023
13F-HR468$184.1M2023-08-10SEC ↗
Q1 2023
13F-HR463$212.6M2023-05-12SEC ↗
Q4 2022Amended
13F-HR/A768$212.7M2023-02-13SEC ↗
Q3 2022
13F-HR104$2.2M2022-11-09SEC ↗
Q2 2022
13F-HR103$1.5M2022-08-11SEC ↗
Q1 2022
13F-HR110$1.0M2022-05-12SEC ↗
Q4 2021
13F-HR672$1.3M2022-02-09SEC ↗