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Disclosery

Cascade Financial Partners, LLC: VO position timeline

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

Cascade Financial Partners, LLC held 94,784 VO 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 94,784 shares
    Change vs previous 13F +71,079 shares

    0.66% of the 13F portfolio, value $7,636,781.

    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 23,705 shares
    Change vs previous 13F +399 shares

    0.7% of the 13F portfolio, value $6,807,724.

    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 23,306 shares
    Change vs previous 13F -1,391 shares

    0.69% of the 13F portfolio, value $6,763,991.

    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 24,697 shares
    Change vs previous 13F -352 shares

    0.83% of the 13F portfolio, value $7,254,622.

    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 25,049 shares
    Change vs previous 13F +729 shares

    0.84% of the 13F portfolio, value $7,009,581.

    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 24,320 shares
    Change vs previous 13F +472 shares

    0.79% of the 13F portfolio, value $6,289,749.

    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 23,848 shares
    Change vs previous 13F -228 shares

    0.82% of the 13F portfolio, value $6,299,085.

    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 24,076 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $6,422,868.

    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).