Cassaday & Co Wealth Management LLC
Holdings in BHRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $269,179 | 4,320 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $266,500 | 4,320 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $258,033 | 4,320 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $242,395 | 4,320 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $269,395 | 4,320 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $263,476 | 4,320 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $220,233 | 4,320 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $242,049 | 4,320 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $271,728 | 4,320 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $280,678 | 6,040 | Shares | Sole | 2023-11-06 |