Skip to content
Disclosery

Cascade Financial Partners, LLC: VNQ position timeline

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

Cascade Financial Partners, LLC held 34,731 VNQ 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 34,731 shares
    Change vs previous 13F -218 shares

    0.29% of the 13F portfolio, value $3,349,098.

    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 34,949 shares
    Change vs previous 13F +526 shares

    0.32% of the 13F portfolio, value $3,099,947.

    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 34,423 shares
    Change vs previous 13F -1,337 shares

    0.31% of the 13F portfolio, value $3,046,079.

    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 35,760 shares
    Change vs previous 13F -868 shares

    0.37% of the 13F portfolio, value $3,269,209.

    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 36,628 shares
    Change vs previous 13F -3,398 shares

    0.39% of the 13F portfolio, value $3,262,087.

    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 40,026 shares
    Change vs previous 13F -8,535 shares

    0.46% of the 13F portfolio, value $3,623,914.

    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 48,561 shares
    Change vs previous 13F -702 shares

    0.56% of the 13F portfolio, value $4,325,774.

    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 49,263 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,716,474.

    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).