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Disclosery

Cascade Financial Partners, LLC: DES position timeline

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

Cascade Financial Partners, LLC held 157,674 DES 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 157,674 shares
    Change vs previous 13F -2,147 shares

    0.56% of the 13F portfolio, value $6,414,198.

    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 159,821 shares
    Change vs previous 13F -1,711 shares

    0.59% of the 13F portfolio, value $5,743,981.

    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 161,532 shares
    Change vs previous 13F -3,546 shares

    0.55% of the 13F portfolio, value $5,403,248.

    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 165,078 shares
    Change vs previous 13F -3,030 shares

    0.64% of the 13F portfolio, value $5,559,820.

    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 168,108 shares
    Change vs previous 13F -3,477 shares

    0.64% of the 13F portfolio, value $5,339,121.

    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 171,585 shares
    Change vs previous 13F -908 shares

    0.69% of the 13F portfolio, value $5,483,843.

    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 172,493 shares
    Change vs previous 13F +5,005 shares

    0.77% of the 13F portfolio, value $5,925,144.

    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 167,488 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,761,584.

    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).