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Disclosery

Cascade Financial Partners, LLC: VB position timeline

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

Cascade Financial Partners, LLC held 5,744 VB 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 5,744 shares
    Change vs previous 13F -180 shares

    0.15% of the 13F portfolio, value $1,741,211.

    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 5,924 shares
    Change vs previous 13F +44 shares

    0.16% of the 13F portfolio, value $1,551,691.

    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 5,880 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,516,822.

    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 5,880 shares
    Change vs previous 13F -14 shares

    0.17% of the 13F portfolio, value $1,495,178.

    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 5,894 shares
    Change vs previous 13F +193 shares

    0.17% of the 13F portfolio, value $1,396,709.

    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 5,701 shares
    Change vs previous 13F -69 shares

    0.16% of the 13F portfolio, value $1,264,149.

    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 5,770 shares
    Change vs previous 13F -9 shares

    0.18% of the 13F portfolio, value $1,386,526.

    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 5,779 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,376,540.

    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).