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Disclosery

Cascade Financial Partners, LLC: SPSB position timeline

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

Cascade Financial Partners, LLC held 42,941 SPSB 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 42,941 shares
    Change vs previous 13F -4,349 shares

    0.11% of the 13F portfolio, value $1,288,669.

    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 47,290 shares
    Change vs previous 13F -146,947 shares

    0.15% of the 13F portfolio, value $1,422,020.

    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 194,237 shares
    Change vs previous 13F +105,452 shares

    0.59% of the 13F portfolio, value $5,865,959.

    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 88,785 shares
    Change vs previous 13F +16,978 shares

    0.31% of the 13F portfolio, value $2,689,311.

    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 71,807 shares
    Change vs previous 13F +10,026 shares

    0.26% of the 13F portfolio, value $2,167,868.

    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 61,781 shares
    Change vs previous 13F +54,127 shares

    0.23% of the 13F portfolio, value $1,859,608.

    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 7,654 shares
    Change vs previous 13F +600 shares

    0.03% of the 13F portfolio, value $228,548.

    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 7,054 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,973.

    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).