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Disclosery

Cascade Financial Partners, LLC: DEM position timeline

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

Cascade Financial Partners, LLC held 129,281 DEM 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 129,281 shares
    Change vs previous 13F +1,948 shares

    0.6% of the 13F portfolio, value $6,954,013.

    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 127,333 shares
    Change vs previous 13F +874 shares

    0.65% of the 13F portfolio, value $6,327,152.

    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 126,459 shares
    Change vs previous 13F -3,781 shares

    0.6% of the 13F portfolio, value $5,906,887.

    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 130,240 shares
    Change vs previous 13F -13,664 shares

    0.69% of the 13F portfolio, value $5,989,745.

    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 143,904 shares
    Change vs previous 13F -5 shares

    0.78% of the 13F portfolio, value $6,517,416.

    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 143,909 shares
    Change vs previous 13F -6,614 shares

    0.76% of the 13F portfolio, value $6,055,695.

    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 150,523 shares
    Change vs previous 13F -3,662 shares

    0.79% of the 13F portfolio, value $6,094,681.

    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 154,185 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,670,051.

    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).