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Disclosery

Cascade Financial Partners, LLC: SPEM position timeline

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

Cascade Financial Partners, LLC held 269,542 SPEM 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 269,542 shares
    Change vs previous 13F +20,940 shares

    1.21% of the 13F portfolio, value $13,956,887.

    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 248,602 shares
    Change vs previous 13F +13,713 shares

    1.2% of the 13F portfolio, value $11,661,923.

    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 234,889 shares
    Change vs previous 13F +9,185 shares

    1.11% of the 13F portfolio, value $10,995,157.

    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 225,704 shares
    Change vs previous 13F +4,492 shares

    1.21% of the 13F portfolio, value $10,565,214.

    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 221,212 shares
    Change vs previous 13F +31,351 shares

    1.14% of the 13F portfolio, value $9,454,610.

    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 189,861 shares
    Change vs previous 13F +13,483 shares

    0.94% of the 13F portfolio, value $7,474,828.

    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 176,378 shares
    Change vs previous 13F +7,000 shares

    0.88% of the 13F portfolio, value $6,767,624.

    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 169,378 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,937,723.

    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).