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Disclosery

Cascade Financial Partners, LLC: RVTY position timeline

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

Cascade Financial Partners, LLC held 162,671 RVTY 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 162,671 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $18,098,775.

    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 162,671 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $14,251,606.

    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 162,671 shares
    Change vs previous 13F -24,000 shares

    1.6% of the 13F portfolio, value $15,738,419.

    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 186,671 shares
    Change vs previous 13F 0 shares

    1.88% of the 13F portfolio, value $16,361,713.

    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 186,671 shares
    Change vs previous 13F 0 shares

    2.17% of the 13F portfolio, value $18,054,819.

    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 186,671 shares
    Change vs previous 13F 0 shares

    2.49% of the 13F portfolio, value $19,749,792.

    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 186,671 shares
    Change vs previous 13F -7,594 shares

    2.72% of the 13F portfolio, value $20,834,350.

    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 194,265 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $23,074,797.

    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).