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Disclosery

Cascade Financial Partners, LLC: STIP position timeline

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

Cascade Financial Partners, LLC held 8,830 STIP 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 8,830 shares
    Change vs previous 13F -869 shares

    0.08% of the 13F portfolio, value $902,042.

    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 9,699 shares
    Change vs previous 13F -103,753 shares

    0.1% of the 13F portfolio, value $1,003,135.

    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 113,452 shares
    Change vs previous 13F +35,588 shares

    1.18% of the 13F portfolio, value $11,616,335.

    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 77,864 shares
    Change vs previous 13F +6,351 shares

    0.92% of the 13F portfolio, value $8,047,972.

    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 71,513 shares
    Change vs previous 13F +16,272 shares

    0.88% of the 13F portfolio, value $7,359,353.

    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 55,241 shares
    Change vs previous 13F +18,002 shares

    0.72% of the 13F portfolio, value $5,715,825.

    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 37,239 shares
    Change vs previous 13F +2,404 shares

    0.49% of the 13F portfolio, value $3,746,272.

    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 34,835 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,514,852.

    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).