Cascade Financial Partners, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on IEFA, newest first. How the timeline and the estimate are built.
Cascade Financial Partners, LLC held 26,572 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 26,572 sharesChange vs previous 13F +2,574 shares
0.22% of the 13F portfolio, value $2,566,324.
13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,998 sharesChange vs previous 13F -32 shares
0.22% of the 13F portfolio, value $2,172,539.
13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,030 sharesChange vs previous 13F -344 shares
0.22% of the 13F portfolio, value $2,149,724.
13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,374 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $2,128,094.
13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,374 sharesChange vs previous 13F -1,007 shares
0.24% of the 13F portfolio, value $2,034,742.
13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,381 sharesChange vs previous 13F +1,100 shares
0.24% of the 13F portfolio, value $1,920,073.
13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,281 sharesChange vs previous 13F -482 shares
0.22% of the 13F portfolio, value $1,706,469.
13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,763 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,857,968.
13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).