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Disclosery

Cascade Financial Partners, LLC: SPDW position timeline

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

Cascade Financial Partners, LLC held 289,451 SPDW 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 289,451 shares
    Change vs previous 13F -120 shares

    1.27% of the 13F portfolio, value $14,585,436.

    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 289,571 shares
    Change vs previous 13F +1,792 shares

    1.36% of the 13F portfolio, value $13,218,916.

    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 287,779 shares
    Change vs previous 13F -2,313 shares

    1.3% of the 13F portfolio, value $12,780,265.

    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 290,092 shares
    Change vs previous 13F -140 shares

    1.42% of the 13F portfolio, value $12,413,037.

    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 290,232 shares
    Change vs previous 13F +9,345 shares

    1.41% of the 13F portfolio, value $11,751,494.

    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 280,887 shares
    Change vs previous 13F +5,341 shares

    1.29% of the 13F portfolio, value $10,227,096.

    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 275,546 shares
    Change vs previous 13F +22,331 shares

    1.23% of the 13F portfolio, value $9,404,385.

    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 253,215 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $9,196,769.

    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).