Cascade Financial Partners, LLC: SMCI position timeline

Cascade Financial Partners, LLC held 0 SMCI shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -8,875 shares

   13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 8,875 shares

   Change vs previous 13F +1,175 shares

   0.03% of the 13F portfolio, value $259,771.

   13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 7,700 shares

   Change vs previous 13F +1,200 shares

   0.04% of the 13F portfolio, value $369,138.

   13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 6,500 shares

   Change vs previous 13F +500 shares

   0.04% of the 13F portfolio, value $318,565.

   13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 6,000 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $205,440.

   13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).