Cassaday & Co Wealth Management LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 1963612
MCLEAN, VA
Position in BNL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$163,685
+$19,005 QoQ
Shares Held
7,919
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#298
of 375 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $338,291 across 4 REIT - Diversified names. BNL ranks #1 (48.4% of the industry book) .
All Filings in BNL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,685 | 7,919 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $144,680 | 7,919 | Shares | Sole | 2026-05-07 | |
| 2023-06-30 | $241,296 | 15,628 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $265,832 | 15,628 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $253,329 | 15,628 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||