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Disclosery

Cascade Financial Partners, LLC: VTEB position timeline

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

Cascade Financial Partners, LLC held 108,208 VTEB 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 108,208 shares
    Change vs previous 13F -200 shares

    0.48% of the 13F portfolio, value $5,473,161.

    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 108,408 shares
    Change vs previous 13F -1,813 shares

    0.56% of the 13F portfolio, value $5,408,475.

    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 110,221 shares
    Change vs previous 13F -118 shares

    0.56% of the 13F portfolio, value $5,543,014.

    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 110,339 shares
    Change vs previous 13F -36,262 shares

    0.63% of the 13F portfolio, value $5,524,674.

    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 146,601 shares
    Change vs previous 13F +7,710 shares

    0.86% of the 13F portfolio, value $7,187,847.

    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 138,891 shares
    Change vs previous 13F -1,238 shares

    0.87% of the 13F portfolio, value $6,891,771.

    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 140,129 shares
    Change vs previous 13F -640 shares

    0.92% of the 13F portfolio, value $7,024,667.

    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 140,769 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $7,103,204.

    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).