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Disclosery

Cascade Financial Partners, LLC: MLPA position timeline

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

Cascade Financial Partners, LLC held 91,846 MLPA 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 91,846 shares
    Change vs previous 13F -3,074 shares

    0.42% of the 13F portfolio, value $4,875,186.

    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 94,920 shares
    Change vs previous 13F -4,267 shares

    0.53% of the 13F portfolio, value $5,113,340.

    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 99,187 shares
    Change vs previous 13F -550 shares

    0.49% of the 13F portfolio, value $4,801,643.

    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 99,737 shares
    Change vs previous 13F -3,899 shares

    0.55% of the 13F portfolio, value $4,829,266.

    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 103,636 shares
    Change vs previous 13F -2,546 shares

    0.63% of the 13F portfolio, value $5,202,527.

    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 106,182 shares
    Change vs previous 13F -1,932 shares

    0.71% of the 13F portfolio, value $5,652,068.

    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 108,114 shares
    Change vs previous 13F -500 shares

    0.7% of the 13F portfolio, value $5,341,913.

    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 108,614 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,186,319.

    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).