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Disclosery

Cascade Financial Partners, LLC: SPG position timeline

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

Cascade Financial Partners, LLC held 10,079 SPG 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 10,079 shares
    Change vs previous 13F +1,802 shares

    0.2% of the 13F portfolio, value $2,254,255.

    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 8,277 shares
    Change vs previous 13F +500 shares

    0.16% of the 13F portfolio, value $1,543,981.

    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 7,777 shares
    Change vs previous 13F +3,162 shares

    0.15% of the 13F portfolio, value $1,439,672.

    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 4,615 shares
    Change vs previous 13F +222 shares

    0.1% of the 13F portfolio, value $866,082.

    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 4,393 shares
    Change vs previous 13F +184 shares

    0.08% of the 13F portfolio, value $706,184.

    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 4,209 shares
    Change vs previous 13F +2,961 shares

    0.09% of the 13F portfolio, value $699,098.

    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 1,248 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $214,918.

    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).