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Disclosery

Cascade Financial Partners, LLC: VOE position timeline

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

Cascade Financial Partners, LLC held 16,749 VOE 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 16,749 shares
    Change vs previous 13F -408 shares

    0.29% of the 13F portfolio, value $3,309,602.

    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 17,157 shares
    Change vs previous 13F -265 shares

    0.33% of the 13F portfolio, value $3,161,692.

    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 17,422 shares
    Change vs previous 13F -437 shares

    0.31% of the 13F portfolio, value $3,090,140.

    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 17,859 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $3,117,824.

    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 17,859 shares
    Change vs previous 13F +455 shares

    0.35% of the 13F portfolio, value $2,937,091.

    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 17,404 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,794,038.

    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 17,404 shares
    Change vs previous 13F +1,980 shares

    0.37% of the 13F portfolio, value $2,815,445.

    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 15,424 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,592,466.

    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).