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Cascade Financial Partners, LLC: NVDA position timeline

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

Cascade Financial Partners, LLC held 92,277 NVDA 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 92,277 shares
    Change vs previous 13F -981 shares

    1.6% of the 13F portfolio, value $18,463,783.

    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 93,258 shares
    Change vs previous 13F +3,422 shares

    1.68% of the 13F portfolio, value $16,264,185.

    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 89,836 shares
    Change vs previous 13F +1,571 shares

    1.7% of the 13F portfolio, value $16,754,403.

    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 88,265 shares
    Change vs previous 13F -1,895 shares

    1.89% of the 13F portfolio, value $16,468,453.

    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 90,160 shares
    Change vs previous 13F -1,748 shares

    1.71% of the 13F portfolio, value $14,244,349.

    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 91,908 shares
    Change vs previous 13F +4,251 shares

    1.26% of the 13F portfolio, value $9,960,967.

    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 87,657 shares
    Change vs previous 13F +939 shares

    1.53% of the 13F portfolio, value $11,771,431.

    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 86,718 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $12,451,802.

    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).