Cascade Financial Partners, LLC: SPIB position timeline

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

Cascade Financial Partners, LLC held 237,891 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 237,891 shares
Change vs previous 13F +35,975 shares
0.69% of the 13F portfolio, value $7,959,840.
13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 201,916 shares
Change vs previous 13F not available
0.7% of the 13F portfolio, value $6,772,263.
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).