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Disclosery

Cascade Financial Partners, LLC: FLOT position timeline

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

Cascade Financial Partners, LLC held 10,117 FLOT 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 10,117 shares
    Change vs previous 13F +620 shares

    0.04% of the 13F portfolio, value $516,473.

    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 9,497 shares
    Change vs previous 13F -26,230 shares

    0.05% of the 13F portfolio, value $483,872.

    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 35,727 shares
    Change vs previous 13F -3,492 shares

    0.18% of the 13F portfolio, value $1,817,075.

    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 39,219 shares
    Change vs previous 13F -1,973 shares

    0.23% of the 13F portfolio, value $2,003,503.

    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 41,192 shares
    Change vs previous 13F -4,660 shares

    0.25% of the 13F portfolio, value $2,101,616.

    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 45,852 shares
    Change vs previous 13F -1,569 shares

    0.3% of the 13F portfolio, value $2,340,745.

    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 47,421 shares
    Change vs previous 13F -9,196 shares

    0.31% of the 13F portfolio, value $2,412,780.

    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 56,617 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,886,335.

    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).