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Disclosery

Cascade Financial Partners, LLC: SPYM position timeline

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

Cascade Financial Partners, LLC held 29,324 SPYM 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 29,324 shares
    Change vs previous 13F +923 shares

    0.22% of the 13F portfolio, value $2,577,035.

    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 28,401 shares
    Change vs previous 13F +2,642 shares

    0.22% of the 13F portfolio, value $2,173,817.

    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 25,759 shares
    Change vs previous 13F +740 shares

    0.21% of the 13F portfolio, value $2,066,388.

    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 25,019 shares
    Change vs previous 13F -185 shares

    0.22% of the 13F portfolio, value $1,959,989.

    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 25,204 shares
    Change vs previous 13F -78 shares

    0.22% of the 13F portfolio, value $1,832,089.

    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 25,282 shares
    Change vs previous 13F +3,050 shares

    0.21% of the 13F portfolio, value $1,662,547.

    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 22,232 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $1,532,708.

    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 22,229 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,525,156.

    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).