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Disclosery

Cascade Financial Partners, LLC: IVV position timeline

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

Cascade Financial Partners, LLC held 49,031 IVV 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 49,031 shares
    Change vs previous 13F +3,434 shares

    3.19% of the 13F portfolio, value $36,718,998.

    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 45,597 shares
    Change vs previous 13F -69 shares

    3.07% of the 13F portfolio, value $29,784,157.

    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 45,666 shares
    Change vs previous 13F -2,094 shares

    3.17% of the 13F portfolio, value $31,278,448.

    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 47,760 shares
    Change vs previous 13F -1,445 shares

    3.66% of the 13F portfolio, value $31,965,859.

    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 49,205 shares
    Change vs previous 13F -1,200 shares

    3.67% of the 13F portfolio, value $30,551,417.

    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 50,405 shares
    Change vs previous 13F +502 shares

    3.57% of the 13F portfolio, value $28,322,513.

    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 49,903 shares
    Change vs previous 13F -1,462 shares

    3.83% of the 13F portfolio, value $29,376,855.

    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 51,365 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $30,106,736.

    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).