Cascade Financial Partners, LLC: ISHG position timeline

Cascade Financial Partners, LLC held 227,206 ISHG 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 227,206 shares

   Change vs previous 13F +26,679 shares

   1.46% of the 13F portfolio, value $16,868,880.

   13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 200,527 shares

   Change vs previous 13F +62,150 shares

   1.53% of the 13F portfolio, value $14,875,905.

   13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 138,377 shares

   Change vs previous 13F +89,554 shares

   1.06% of the 13F portfolio, value $10,411,455.

   13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 48,823 shares

   Change vs previous 13F +41,593 shares

   0.43% of the 13F portfolio, value $3,719,336.

   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).

5. period ended2025-06-30

   13F 7,230 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $553,529.

   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).