Cascade Financial Partners, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on TSM, newest first. How the timeline and the estimate are built.
Cascade Financial Partners, LLC held 15,963 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 15,963 sharesChange vs previous 13F +90 shares
0.66% of the 13F portfolio, value $7,623,354.
13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,873 sharesChange vs previous 13F -50 shares
0.55% of the 13F portfolio, value $5,364,213.
13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,923 sharesChange vs previous 13F -148 shares
0.49% of the 13F portfolio, value $4,838,780.
13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,071 sharesChange vs previous 13F +13 shares
0.51% of the 13F portfolio, value $4,488,414.
13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,058 sharesChange vs previous 13F -10 shares
0.44% of the 13F portfolio, value $3,636,931.
13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,068 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $2,667,255.
13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,068 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $3,173,230.
13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,068 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $3,189,137.
13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).