Skip to content
Disclosery

Cascade Financial Partners, LLC: QQQ position timeline

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

Cascade Financial Partners, LLC held 5,751 QQQ 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 5,751 shares
    Change vs previous 13F -185 shares

    0.37% of the 13F portfolio, value $4,235,078.

    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 5,936 shares
    Change vs previous 13F +6 shares

    0.35% of the 13F portfolio, value $3,426,173.

    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 5,930 shares
    Change vs previous 13F +105 shares

    0.37% of the 13F portfolio, value $3,642,893.

    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 5,825 shares
    Change vs previous 13F -165 shares

    0.4% of the 13F portfolio, value $3,497,188.

    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 5,990 shares
    Change vs previous 13F -575 shares

    0.4% of the 13F portfolio, value $3,304,353.

    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 6,565 shares
    Change vs previous 13F +941 shares

    0.39% of the 13F portfolio, value $3,078,484.

    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 5,624 shares
    Change vs previous 13F -5 shares

    0.37% of the 13F portfolio, value $2,875,158.

    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 5,629 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,791,759.

    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).