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Disclosery

Cascade Financial Partners, LLC: TSLA position timeline

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

Cascade Financial Partners, LLC held 20,254 TSLA 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 20,254 shares
    Change vs previous 13F +218 shares

    0.74% of the 13F portfolio, value $8,518,842.

    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 20,036 shares
    Change vs previous 13F -187,963 shares

    0.77% of the 13F portfolio, value $7,448,392.

    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 207,999 shares
    Change vs previous 13F +186,485 shares

    0.95% of the 13F portfolio, value $9,353,737.

    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 21,514 shares
    Change vs previous 13F -213 shares

    1.1% of the 13F portfolio, value $9,567,716.

    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 21,727 shares
    Change vs previous 13F -1,642 shares

    0.83% of the 13F portfolio, value $6,901,806.

    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 23,369 shares
    Change vs previous 13F -740 shares

    0.76% of the 13F portfolio, value $6,056,316.

    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 24,109 shares
    Change vs previous 13F -760 shares

    1.27% of the 13F portfolio, value $9,736,188.

    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 24,869 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,420,701.

    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).