Cascade Financial Partners, LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on VV, newest first. How the timeline and the estimate are built.
Cascade Financial Partners, LLC held 20,716 VV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 20,716 sharesChange vs previous 13F -172 shares
0.62% of the 13F portfolio, value $7,124,440.
13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,888 sharesChange vs previous 13F -70 shares
0.64% of the 13F portfolio, value $6,242,379.
13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,958 sharesChange vs previous 13F -561 shares
0.67% of the 13F portfolio, value $6,597,578.
13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,519 sharesChange vs previous 13F -200 shares
0.76% of the 13F portfolio, value $6,624,839.
13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,719 sharesChange vs previous 13F -133 shares
0.74% of the 13F portfolio, value $6,196,431.
13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,852 sharesChange vs previous 13F -2,112 shares
0.71% of the 13F portfolio, value $5,616,620.
13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,964 sharesChange vs previous 13F -284 shares
0.84% of the 13F portfolio, value $6,463,091.
13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,248 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $6,495,312.
13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).