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Disclosery

Cascade Financial Partners, LLC: SCHH position timeline

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

Cascade Financial Partners, LLC held 78,649 SCHH 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 78,649 shares
    Change vs previous 13F -8,400 shares

    0.16% of the 13F portfolio, value $1,862,407.

    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 87,049 shares
    Change vs previous 13F -598 shares

    0.19% of the 13F portfolio, value $1,870,683.

    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 87,647 shares
    Change vs previous 13F -5,504 shares

    0.19% of the 13F portfolio, value $1,830,941.

    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 93,151 shares
    Change vs previous 13F -18 shares

    0.23% of the 13F portfolio, value $2,009,263.

    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 93,169 shares
    Change vs previous 13F -1,883 shares

    0.24% of the 13F portfolio, value $1,971,452.

    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 95,052 shares
    Change vs previous 13F -34,127 shares

    0.26% of the 13F portfolio, value $2,044,562.

    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 129,179 shares
    Change vs previous 13F +3,121 shares

    0.35% of the 13F portfolio, value $2,720,507.

    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 126,058 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,870,350.

    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).