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Cascade Financial Partners, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on AAPL, newest first. How the timeline and the estimate are built.

Cascade Financial Partners, LLC held 188,477 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,477 shares
    Change vs previous 13F -1,303 shares

    4.74% of the 13F portfolio, value $54,537,596.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 189,780 shares
    Change vs previous 13F -3,474 shares

    4.96% of the 13F portfolio, value $48,164,337.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 193,254 shares
    Change vs previous 13F -8,939 shares

    5.33% of the 13F portfolio, value $52,538,059.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 202,193 shares
    Change vs previous 13F -992 shares

    5.9% of the 13F portfolio, value $51,484,378.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 203,185 shares
    Change vs previous 13F +8,453 shares

    5.01% of the 13F portfolio, value $41,687,520.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 194,732 shares
    Change vs previous 13F +6,801 shares

    5.45% of the 13F portfolio, value $43,255,922.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 187,931 shares
    Change vs previous 13F +942 shares

    6.13% of the 13F portfolio, value $47,061,661.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 186,989 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $44,103,299.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).