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Disclosery

Cascade Financial Partners, LLC: VCIT position timeline

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

Cascade Financial Partners, LLC held 19,725 VCIT 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 19,725 shares
    Change vs previous 13F -4,781 shares

    0.14% of the 13F portfolio, value $1,630,271.

    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 24,506 shares
    Change vs previous 13F -5,815 shares

    0.21% of the 13F portfolio, value $2,027,872.

    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 30,321 shares
    Change vs previous 13F -3,651 shares

    0.26% of the 13F portfolio, value $2,539,384.

    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 33,972 shares
    Change vs previous 13F -731 shares

    0.33% of the 13F portfolio, value $2,857,385.

    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 34,703 shares
    Change vs previous 13F -8,113 shares

    0.35% of the 13F portfolio, value $2,877,573.

    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 42,816 shares
    Change vs previous 13F -6,134 shares

    0.44% of the 13F portfolio, value $3,500,596.

    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 48,950 shares
    Change vs previous 13F +572 shares

    0.51% of the 13F portfolio, value $3,929,228.

    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 48,378 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,963,152.

    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).