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Disclosery

Cascade Financial Partners, LLC: DON position timeline

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

Cascade Financial Partners, LLC held 85,460 DON 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 85,460 shares
    Change vs previous 13F -500 shares

    0.42% of the 13F portfolio, value $4,830,199.

    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 85,960 shares
    Change vs previous 13F -756 shares

    0.47% of the 13F portfolio, value $4,516,338.

    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 86,716 shares
    Change vs previous 13F -285 shares

    0.45% of the 13F portfolio, value $4,474,546.

    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 87,001 shares
    Change vs previous 13F -1,709 shares

    0.52% of the 13F portfolio, value $4,550,152.

    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 88,710 shares
    Change vs previous 13F -3,928 shares

    0.53% of the 13F portfolio, value $4,446,145.

    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 92,638 shares
    Change vs previous 13F -850 shares

    0.58% of the 13F portfolio, value $4,587,434.

    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 93,488 shares
    Change vs previous 13F +900 shares

    0.62% of the 13F portfolio, value $4,765,083.

    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 92,588 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,750,690.

    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).