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Disclosery

Cascade Financial Partners, LLC: BND position timeline

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

Cascade Financial Partners, LLC held 8,139 BND 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 8,139 shares
    Change vs previous 13F -522 shares

    0.05% of the 13F portfolio, value $597,477.

    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 8,661 shares
    Change vs previous 13F -16,034 shares

    0.07% of the 13F portfolio, value $637,804.

    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 24,695 shares
    Change vs previous 13F -8,289 shares

    0.19% of the 13F portfolio, value $1,829,144.

    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 32,984 shares
    Change vs previous 13F -2,328 shares

    0.28% of the 13F portfolio, value $2,453,000.

    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 35,312 shares
    Change vs previous 13F -15,503 shares

    0.31% of the 13F portfolio, value $2,600,035.

    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 50,815 shares
    Change vs previous 13F -5,947 shares

    0.47% of the 13F portfolio, value $3,732,330.

    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 56,762 shares
    Change vs previous 13F +3,625 shares

    0.53% of the 13F portfolio, value $4,081,755.

    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 53,137 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,898,626.

    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).