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Disclosery

Cascade Financial Partners, LLC: IDV position timeline

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

Cascade Financial Partners, LLC held 87,389 IDV 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 87,389 shares
    Change vs previous 13F +6,561 shares

    0.31% of the 13F portfolio, value $3,620,535.

    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 80,828 shares
    Change vs previous 13F +16,351 shares

    0.35% of the 13F portfolio, value $3,440,022.

    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 64,477 shares
    Change vs previous 13F +2,566 shares

    0.26% of the 13F portfolio, value $2,543,619.

    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 61,911 shares
    Change vs previous 13F -12 shares

    0.26% of the 13F portfolio, value $2,262,836.

    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 61,923 shares
    Change vs previous 13F +557 shares

    0.26% of the 13F portfolio, value $2,136,952.

    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 61,366 shares
    Change vs previous 13F +844 shares

    0.24% of the 13F portfolio, value $1,903,564.

    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 60,522 shares
    Change vs previous 13F -5,366 shares

    0.22% of the 13F portfolio, value $1,657,083.

    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 65,888 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,927,216.

    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).