Skip to content
Disclosery

Cascade Financial Partners, LLC: DGS position timeline

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

Cascade Financial Partners, LLC held 151,624 DGS 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 151,624 shares
    Change vs previous 13F +7,538 shares

    0.85% of the 13F portfolio, value $9,811,606.

    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 144,086 shares
    Change vs previous 13F +6,967 shares

    0.89% of the 13F portfolio, value $8,659,568.

    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 137,119 shares
    Change vs previous 13F +2,072 shares

    0.8% of the 13F portfolio, value $7,848,706.

    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 135,047 shares
    Change vs previous 13F +1,594 shares

    0.88% of the 13F portfolio, value $7,711,198.

    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 133,453 shares
    Change vs previous 13F -4,923 shares

    0.89% of the 13F portfolio, value $7,371,966.

    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 138,376 shares
    Change vs previous 13F +7,907 shares

    0.84% of the 13F portfolio, value $6,684,966.

    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 130,469 shares
    Change vs previous 13F +4,726 shares

    0.83% of the 13F portfolio, value $6,382,527.

    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 125,743 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $6,548,702.

    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).