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Disclosery

Cascade Financial Partners, LLC: SPMD position timeline

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

Cascade Financial Partners, LLC held 247,468 SPMD 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 247,468 shares
    Change vs previous 13F +9,579 shares

    1.45% of the 13F portfolio, value $16,718,938.

    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 237,889 shares
    Change vs previous 13F +9,557 shares

    1.45% of the 13F portfolio, value $14,087,790.

    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 228,332 shares
    Change vs previous 13F +3,277 shares

    1.34% of the 13F portfolio, value $13,222,733.

    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 225,055 shares
    Change vs previous 13F -1,181 shares

    1.48% of the 13F portfolio, value $12,870,913.

    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 226,236 shares
    Change vs previous 13F +23,240 shares

    1.48% of the 13F portfolio, value $12,302,713.

    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 202,996 shares
    Change vs previous 13F +9,758 shares

    1.31% of the 13F portfolio, value $10,389,346.

    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 193,238 shares
    Change vs previous 13F +7,565 shares

    1.38% of the 13F portfolio, value $10,568,181.

    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 185,673 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $10,219,438.

    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).