Skip to content
Disclosery

Cascade Financial Partners, LLC: MUB position timeline

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

Cascade Financial Partners, LLC held 84,856 MUB 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 84,856 shares
    Change vs previous 13F +37,665 shares

    0.79% of the 13F portfolio, value $9,132,212.

    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 47,191 shares
    Change vs previous 13F +12,171 shares

    0.52% of the 13F portfolio, value $5,009,333.

    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 35,020 shares
    Change vs previous 13F -1,985 shares

    0.38% of the 13F portfolio, value $3,751,001.

    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 37,005 shares
    Change vs previous 13F +2,758 shares

    0.45% of the 13F portfolio, value $3,940,691.

    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 34,247 shares
    Change vs previous 13F -5,366 shares

    0.43% of the 13F portfolio, value $3,578,078.

    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 39,613 shares
    Change vs previous 13F +1,191 shares

    0.53% of the 13F portfolio, value $4,176,776.

    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 38,422 shares
    Change vs previous 13F -4,949 shares

    0.53% of the 13F portfolio, value $4,093,873.

    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 43,371 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,651,562.

    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).