Cascade Financial Partners, LLC: IHDG position timeline

Cascade Financial Partners, LLC held 0 IHDG shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -9,050 shares

   13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 9,050 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $407,703.

   13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 9,050 shares

   Change vs previous 13F -2,295 shares

   0.05% of the 13F portfolio, value $392,770.

   13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 11,345 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $493,167.

   13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 11,345 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $511,773.

   13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).