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Disclosery

Cascade Financial Partners, LLC: STAG position timeline

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

Cascade Financial Partners, LLC held 57,846 STAG 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 57,846 shares
    Change vs previous 13F +12,337 shares

    0.19% of the 13F portfolio, value $2,201,612.

    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 45,509 shares
    Change vs previous 13F +4,208 shares

    0.17% of the 13F portfolio, value $1,641,048.

    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 41,301 shares
    Change vs previous 13F +11,750 shares

    0.15% of the 13F portfolio, value $1,518,218.

    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 29,551 shares
    Change vs previous 13F +1,715 shares

    0.12% of the 13F portfolio, value $1,042,837.

    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 27,836 shares
    Change vs previous 13F +4,738 shares

    0.12% of the 13F portfolio, value $1,009,881.

    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 23,098 shares
    Change vs previous 13F +16,711 shares

    0.11% of the 13F portfolio, value $834,292.

    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 6,387 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $216,008.

    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).