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Disclosery

Cascade Financial Partners, LLC: VFH position timeline

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

Cascade Financial Partners, LLC held 42,323 VFH 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 42,323 shares
    Change vs previous 13F +4,388 shares

    0.48% of the 13F portfolio, value $5,569,648.

    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 37,935 shares
    Change vs previous 13F -3,014 shares

    0.47% of the 13F portfolio, value $4,582,875.

    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 40,949 shares
    Change vs previous 13F +6,638 shares

    0.55% of the 13F portfolio, value $5,466,243.

    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 34,311 shares
    Change vs previous 13F +3,742 shares

    0.52% of the 13F portfolio, value $4,502,993.

    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 30,569 shares
    Change vs previous 13F -1,290 shares

    0.47% of the 13F portfolio, value $3,891,462.

    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 31,859 shares
    Change vs previous 13F +25,159 shares

    0.48% of the 13F portfolio, value $3,806,215.

    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 6,700 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $791,069.

    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 6,700 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $768,557.

    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).