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Disclosery

Cascade Financial Partners, LLC: DGRW position timeline

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

Cascade Financial Partners, LLC held 23,370 DGRW 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 23,370 shares
    Change vs previous 13F -404 shares

    0.19% of the 13F portfolio, value $2,234,655.

    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 23,774 shares
    Change vs previous 13F -2,282 shares

    0.22% of the 13F portfolio, value $2,088,323.

    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 26,056 shares
    Change vs previous 13F -1,458 shares

    0.24% of the 13F portfolio, value $2,330,203.

    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 27,514 shares
    Change vs previous 13F +1,304 shares

    0.28% of the 13F portfolio, value $2,447,625.

    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 26,210 shares
    Change vs previous 13F +1,721 shares

    0.26% of the 13F portfolio, value $2,194,830.

    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 24,489 shares
    Change vs previous 13F -5,308 shares

    0.25% of the 13F portfolio, value $1,955,684.

    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 29,797 shares
    Change vs previous 13F +5,652 shares

    0.31% of the 13F portfolio, value $2,411,476.

    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 24,145 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,030,358.

    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).