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Cassaday & Co Wealth Management LLC → YELP

Cassaday & Co Wealth Management LLC YELP Position History

Yelp Inc. • Communication Services

Quarters held
3
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$2K
Q2 2026$2K
Q3 2026$2K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K100——
Q2 2026$2K100——
Q1 2026$2K100——

Other funds holding YELP

Other Cassaday & Co Wealth Management LLC positions

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VGES

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$1.4B
JNJ

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$434.3M
ETHA

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$373.1M
SCHW-PJ

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