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Disclosery

Cascade Financial Partners, LLC: IDEV position timeline

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

Cascade Financial Partners, LLC held 55,144 IDEV 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 55,144 shares
    Change vs previous 13F -282 shares

    0.43% of the 13F portfolio, value $4,908,367.

    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 55,426 shares
    Change vs previous 13F -686 shares

    0.48% of the 13F portfolio, value $4,631,951.

    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 56,112 shares
    Change vs previous 13F -490 shares

    0.47% of the 13F portfolio, value $4,628,118.

    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 56,602 shares
    Change vs previous 13F -1,016 shares

    0.52% of the 13F portfolio, value $4,537,782.

    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 57,618 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $4,381,273.

    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 57,618 shares
    Change vs previous 13F -2,500 shares

    0.5% of the 13F portfolio, value $3,969,304.

    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 60,118 shares
    Change vs previous 13F +4,264 shares

    0.51% of the 13F portfolio, value $3,875,807.

    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 55,854 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,825,440.

    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).