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Disclosery

Cascade Financial Partners, LLC: SHYG position timeline

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

Cascade Financial Partners, LLC held 215,130 SHYG 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 215,130 shares
    Change vs previous 13F +7,704 shares

    0.79% of the 13F portfolio, value $9,123,653.

    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 207,426 shares
    Change vs previous 13F +52,548 shares

    0.9% of the 13F portfolio, value $8,776,174.

    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 154,878 shares
    Change vs previous 13F +96,040 shares

    0.67% of the 13F portfolio, value $6,639,633.

    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 58,838 shares
    Change vs previous 13F +7,017 shares

    0.29% of the 13F portfolio, value $2,547,700.

    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 51,821 shares
    Change vs previous 13F +5,951 shares

    0.27% of the 13F portfolio, value $2,235,576.

    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 45,870 shares
    Change vs previous 13F +21,965 shares

    0.25% of the 13F portfolio, value $1,950,380.

    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 23,905 shares
    Change vs previous 13F +11,395 shares

    0.13% of the 13F portfolio, value $1,018,576.

    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 12,510 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $538,430.

    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).