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Disclosery

Cascade Financial Partners, LLC: CSCO position timeline

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

Cascade Financial Partners, LLC held 9,211 CSCO 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 9,211 shares
    Change vs previous 13F -835 shares

    0.09% of the 13F portfolio, value $1,081,949.

    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 10,046 shares
    Change vs previous 13F -66 shares

    0.08% of the 13F portfolio, value $779,486.

    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 10,112 shares
    Change vs previous 13F +2,091 shares

    0.08% of the 13F portfolio, value $778,947.

    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 8,021 shares
    Change vs previous 13F +215 shares

    0.06% of the 13F portfolio, value $548,826.

    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 7,806 shares
    Change vs previous 13F +700 shares

    0.07% of the 13F portfolio, value $541,610.

    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 7,106 shares
    Change vs previous 13F +238 shares

    0.06% of the 13F portfolio, value $438,538.

    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 6,868 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $406,611.

    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 6,885 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $389,715.

    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).