Cascade Financial Partners, LLC: IYF position timeline

Cascade Financial Partners, LLC held 10,984 IYF 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 10,984 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $1,400,570.

   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 10,984 shares

   Change vs previous 13F +5,989 shares

   0.13% of the 13F portfolio, value $1,292,377.

   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 4,995 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $644,005.

   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 4,995 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $632,567.

   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 4,995 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $604,345.

   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).