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Cascade Financial Partners, LLC: PAVE position timeline

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

Cascade Financial Partners, LLC held 167,112 PAVE 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 167,112 shares
    Change vs previous 13F +10,360 shares

    0.85% of the 13F portfolio, value $9,846,245.

    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 156,752 shares
    Change vs previous 13F +4,306 shares

    0.82% of the 13F portfolio, value $7,964,575.

    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 152,446 shares
    Change vs previous 13F +18,133 shares

    0.74% of the 13F portfolio, value $7,285,416.

    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 134,313 shares
    Change vs previous 13F +7,984 shares

    0.73% of the 13F portfolio, value $6,397,350.

    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 126,329 shares
    Change vs previous 13F +8,008 shares

    0.66% of the 13F portfolio, value $5,505,418.

    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 118,321 shares
    Change vs previous 13F +88,506 shares

    0.56% of the 13F portfolio, value $4,464,251.

    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 29,815 shares
    Change vs previous 13F +262 shares

    0.16% of the 13F portfolio, value $1,204,824.

    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 29,553 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,233,838.

    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).