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Disclosery

Cascade Financial Partners, LLC: SUB position timeline

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

Cascade Financial Partners, LLC held 63,633 SUB 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 63,633 shares
    Change vs previous 13F +14,601 shares

    0.59% of the 13F portfolio, value $6,775,006.

    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 49,032 shares
    Change vs previous 13F +9,679 shares

    0.54% of the 13F portfolio, value $5,221,908.

    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 39,353 shares
    Change vs previous 13F +9,451 shares

    0.43% of the 13F portfolio, value $4,198,965.

    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 29,902 shares
    Change vs previous 13F +1,090 shares

    0.37% of the 13F portfolio, value $3,192,936.

    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 28,812 shares
    Change vs previous 13F +1,314 shares

    0.37% of the 13F portfolio, value $3,063,868.

    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 27,498 shares
    Change vs previous 13F +9,986 shares

    0.37% of the 13F portfolio, value $2,903,789.

    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 17,512 shares
    Change vs previous 13F +11,182 shares

    0.24% of the 13F portfolio, value $1,847,166.

    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 6,330 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $669,777.

    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).