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Disclosery

Cascade Financial Partners, LLC: DFAS position timeline

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

Cascade Financial Partners, LLC held 55,580 DFAS 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 55,580 shares
    Change vs previous 13F -856 shares

    0.4% of the 13F portfolio, value $4,576,421.

    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 56,436 shares
    Change vs previous 13F -90 shares

    0.41% of the 13F portfolio, value $4,014,262.

    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 56,526 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $3,938,136.

    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 56,526 shares
    Change vs previous 13F -130 shares

    0.44% of the 13F portfolio, value $3,869,740.

    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 56,656 shares
    Change vs previous 13F -2,569 shares

    0.43% of the 13F portfolio, value $3,609,526.

    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 59,225 shares
    Change vs previous 13F +2,385 shares

    0.45% of the 13F portfolio, value $3,538,668.

    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 56,840 shares
    Change vs previous 13F +1,624 shares

    0.48% of the 13F portfolio, value $3,699,121.

    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 55,216 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,578,552.

    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).