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Disclosery

Cascade Financial Partners, LLC: AVES position timeline

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

Cascade Financial Partners, LLC held 132,338 AVES 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 132,338 shares
    Change vs previous 13F +23,618 shares

    0.75% of the 13F portfolio, value $8,681,346.

    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 108,720 shares
    Change vs previous 13F +21,263 shares

    0.67% of the 13F portfolio, value $6,521,049.

    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 87,457 shares
    Change vs previous 13F +8,694 shares

    0.52% of the 13F portfolio, value $5,099,638.

    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 78,763 shares
    Change vs previous 13F +659 shares

    0.52% of the 13F portfolio, value $4,518,608.

    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 78,104 shares
    Change vs previous 13F +1,964 shares

    0.5% of the 13F portfolio, value $4,182,063.

    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 76,140 shares
    Change vs previous 13F +19,642 shares

    0.45% of the 13F portfolio, value $3,590,762.

    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 56,498 shares
    Change vs previous 13F +2,734 shares

    0.34% of the 13F portfolio, value $2,610,208.

    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 53,764 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,737,663.

    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).