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Disclosery

Cascade Financial Partners, LLC: PEP position timeline

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

Cascade Financial Partners, LLC held 129,269 PEP 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 129,269 shares
    Change vs previous 13F -2,303 shares

    1.52% of the 13F portfolio, value $17,503,023.

    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 131,572 shares
    Change vs previous 13F -4,960 shares

    2.11% of the 13F portfolio, value $20,431,816.

    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 136,532 shares
    Change vs previous 13F -10,844 shares

    1.99% of the 13F portfolio, value $19,595,073.

    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 147,376 shares
    Change vs previous 13F -2,055 shares

    2.37% of the 13F portfolio, value $20,697,485.

    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 149,431 shares
    Change vs previous 13F +200 shares

    2.37% of the 13F portfolio, value $19,730,869.

    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 149,231 shares
    Change vs previous 13F +6,029 shares

    2.82% of the 13F portfolio, value $22,375,696.

    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 143,202 shares
    Change vs previous 13F -974 shares

    2.84% of the 13F portfolio, value $21,775,296.

    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 144,176 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $25,139,969.

    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).