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Cascade Financial Partners, LLC: AVUV position timeline

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

Cascade Financial Partners, LLC held 72,006 AVUV 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 72,006 shares
    Change vs previous 13F +10,457 shares

    0.78% of the 13F portfolio, value $8,983,521.

    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 61,549 shares
    Change vs previous 13F +8,747 shares

    0.7% of the 13F portfolio, value $6,799,294.

    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 52,802 shares
    Change vs previous 13F +4,700 shares

    0.55% of the 13F portfolio, value $5,384,795.

    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 48,102 shares
    Change vs previous 13F +3,635 shares

    0.55% of the 13F portfolio, value $4,787,599.

    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 44,467 shares
    Change vs previous 13F -3,108 shares

    0.49% of the 13F portfolio, value $4,050,928.

    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 47,575 shares
    Change vs previous 13F +16,625 shares

    0.52% of the 13F portfolio, value $4,147,147.

    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 30,950 shares
    Change vs previous 13F +6,243 shares

    0.39% of the 13F portfolio, value $2,987,576.

    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 24,707 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,370,847.

    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).