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Cascade Financial Partners, LLC: VMRK position timeline

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

Cascade Financial Partners, LLC held 28,679 VMRK 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 28,679 shares
    Change vs previous 13F +7,344 shares

    0.17% of the 13F portfolio, value $1,948,166.

    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 21,335 shares
    Change vs previous 13F +4,821 shares

    0.13% of the 13F portfolio, value $1,261,966.

    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 16,514 shares
    Change vs previous 13F +3,221 shares

    0.11% of the 13F portfolio, value $1,041,044.

    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 13,293 shares
    Change vs previous 13F +508 shares

    0.1% of the 13F portfolio, value $860,475.

    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 12,785 shares
    Change vs previous 13F +3,529 shares

    0.1% of the 13F portfolio, value $862,862.

    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 9,256 shares
    Change vs previous 13F +6,358 shares

    0.08% of the 13F portfolio, value $662,533.

    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 2,898 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,960.

    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).