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Disclosery

Cascade Financial Partners, LLC: EWX position timeline

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

Cascade Financial Partners, LLC held 40,368 EWX 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 40,368 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $2,999,520.

    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 40,367 shares
    Change vs previous 13F +6,930 shares

    0.28% of the 13F portfolio, value $2,669,096.

    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 33,437 shares
    Change vs previous 13F -18 shares

    0.22% of the 13F portfolio, value $2,195,376.

    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 33,455 shares
    Change vs previous 13F -190 shares

    0.26% of the 13F portfolio, value $2,251,217.

    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 33,645 shares
    Change vs previous 13F +8,600 shares

    0.25% of the 13F portfolio, value $2,087,027.

    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 25,045 shares
    Change vs previous 13F -2,976 shares

    0.18% of the 13F portfolio, value $1,418,315.

    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 28,021 shares
    Change vs previous 13F +976 shares

    0.21% of the 13F portfolio, value $1,642,328.

    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 27,045 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,654,884.

    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).