Cahill Wealth Management, LLC AQST AQUESTIVE THERAPEUTICS INC

Ownership history in Cahill Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

Cahill Wealth Management, LLC reported AQUESTIVE THERAPEUTICS INC (AQST) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 0.37% in 2024 Q3. The latest visible filing shows AQST at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AQST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cahill Wealth Management, LLC's position in AQUESTIVE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

AQST was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cahill Wealth Management, LLC held AQST — position size vs. price
% of Fund (quarterly)    AQST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 218,381 +75,330 +52.7% 0.32% $633K 2025-05-15 (Est.) $2.38
2024 Q4 ADDED 143,051 +110 +0.1% 0.26% $509K 2025-02-13 $3.47
2024 Q3 ADDED 142,941 +24,380 +20.6% 0.37% $712K 2024-11-01 $5.52
2024 Q2 ADDED 118,561 +32,348 +37.5% 0.18% $308K 2024-08-13 $3.92
2024 Q1 INITIATED 86,213 0.21% $367K 2024-05-10 $3.09

FAQ About Cahill Wealth Management, LLC and AQST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cahill Wealth Management, LLC reported owning AQST?

Cahill Wealth Management, LLC reported AQST across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported AQST position in Cahill Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AQST was 0.37% in 2024 Q3.

What is the latest reported AQST position on this page?

The most recent filing on this page is 2025 Q1, when Cahill Wealth Management, LLC reported 218,381 shares, equal to 0.32% of portfolio, with an estimated market value of $633K.

What does the chart on this AQST ownership page compare?

The chart compares Cahill Wealth Management, LLC's quarterly AQST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cahill Wealth Management, LLC time their AQST position?

Based on 13F filing dates vs. subsequent AQST price moves, Cahill Wealth Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AQST relative to SPY over the holding period was -32.6%.

← Back to Cahill Wealth Management, LLC Holdings