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Disclosery

Cascade Financial Partners, LLC: VEA position timeline

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

Cascade Financial Partners, LLC held 599,843 VEA 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 599,843 shares
    Change vs previous 13F -13,177 shares

    3.71% of the 13F portfolio, value $42,738,813.

    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 613,020 shares
    Change vs previous 13F +471 shares

    4.05% of the 13F portfolio, value $39,282,338.

    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 612,549 shares
    Change vs previous 13F -27,831 shares

    3.88% of the 13F portfolio, value $38,265,917.

    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 640,380 shares
    Change vs previous 13F -5,753 shares

    4.4% of the 13F portfolio, value $38,371,544.

    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 646,133 shares
    Change vs previous 13F +12,370 shares

    4.43% of the 13F portfolio, value $36,836,044.

    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 633,763 shares
    Change vs previous 13F -1,330 shares

    4.06% of the 13F portfolio, value $32,214,151.

    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 635,093 shares
    Change vs previous 13F -9,450 shares

    3.96% of the 13F portfolio, value $30,370,152.

    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 644,543 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $32,858,797.

    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).