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Disclosery

Cascade Financial Partners, LLC: AIQ position timeline

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

Cascade Financial Partners, LLC held 5,190 AIQ 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 5,190 shares
    Change vs previous 13F -8,470 shares

    0.03% of the 13F portfolio, value $340,516.

    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 13,660 shares
    Change vs previous 13F -78,866 shares

    0.07% of the 13F portfolio, value $637,512.

    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 92,526 shares
    Change vs previous 13F +13,041 shares

    0.48% of the 13F portfolio, value $4,705,878.

    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 79,485 shares
    Change vs previous 13F +4,836 shares

    0.45% of the 13F portfolio, value $3,925,770.

    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 74,649 shares
    Change vs previous 13F +6,579 shares

    0.39% of the 13F portfolio, value $3,261,415.

    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 68,070 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,476,387.

    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).