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Disclosery

Cascade Financial Partners, LLC: O position timeline

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

Cascade Financial Partners, LLC held 24,172 O 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 24,172 shares
    Change vs previous 13F +3,147 shares

    0.13% of the 13F portfolio, value $1,497,693.

    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 21,025 shares
    Change vs previous 13F +718 shares

    0.13% of the 13F portfolio, value $1,286,305.

    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 20,307 shares
    Change vs previous 13F +3,407 shares

    0.12% of the 13F portfolio, value $1,144,701.

    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 16,900 shares
    Change vs previous 13F +731 shares

    0.12% of the 13F portfolio, value $1,027,324.

    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 16,169 shares
    Change vs previous 13F +2,431 shares

    0.11% of the 13F portfolio, value $931,505.

    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 13,738 shares
    Change vs previous 13F +7,898 shares

    0.1% of the 13F portfolio, value $796,917.

    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 5,840 shares
    Change vs previous 13F +1,596 shares

    0.04% of the 13F portfolio, value $311,914.

    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 4,244 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $270,300.

    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).