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Disclosery

Cascade Financial Partners, LLC: SHY position timeline

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

Cascade Financial Partners, LLC held 99,694 SHY 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 99,694 shares
    Change vs previous 13F +5,794 shares

    0.71% of the 13F portfolio, value $8,185,855.

    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 93,900 shares
    Change vs previous 13F -64,049 shares

    0.8% of the 13F portfolio, value $7,753,302.

    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 157,949 shares
    Change vs previous 13F +56,707 shares

    1.33% of the 13F portfolio, value $13,081,361.

    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 101,242 shares
    Change vs previous 13F +5,207 shares

    0.96% of the 13F portfolio, value $8,398,997.

    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 96,035 shares
    Change vs previous 13F +3,266 shares

    0.96% of the 13F portfolio, value $7,957,499.

    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 92,769 shares
    Change vs previous 13F +19,975 shares

    0.97% of the 13F portfolio, value $7,674,763.

    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 72,794 shares
    Change vs previous 13F +25,203 shares

    0.78% of the 13F portfolio, value $5,967,648.

    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 47,591 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,924,354.

    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).