Cascade Financial Partners, LLC: ORCL position timeline

Cascade Financial Partners, LLC held 2,507 ORCL 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 2,507 shares

   Change vs previous 13F +222 shares

   0.03% of the 13F portfolio, value $367,335.

   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 2,285 shares

   Change vs previous 13F -353 shares

   0.03% of the 13F portfolio, value $336,080.

   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 2,638 shares

   Change vs previous 13F +1,200 shares

   0.05% of the 13F portfolio, value $514,085.

   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 1,438 shares

   Change vs previous 13F +300 shares

   0.05% of the 13F portfolio, value $404,297.

   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 1,138 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $248,703.

   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).