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Disclosery

Cascade Financial Partners, LLC: VWO position timeline

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

Cascade Financial Partners, LLC held 46,199 VWO 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 46,199 shares
    Change vs previous 13F +1,735 shares

    0.24% of the 13F portfolio, value $2,757,618.

    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 44,464 shares
    Change vs previous 13F +7,287 shares

    0.25% of the 13F portfolio, value $2,403,279.

    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 37,177 shares
    Change vs previous 13F -1,105 shares

    0.2% of the 13F portfolio, value $1,998,636.

    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 38,282 shares
    Change vs previous 13F -525 shares

    0.24% of the 13F portfolio, value $2,074,119.

    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 38,807 shares
    Change vs previous 13F +292 shares

    0.23% of the 13F portfolio, value $1,919,394.

    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 38,515 shares
    Change vs previous 13F +312 shares

    0.22% of the 13F portfolio, value $1,743,189.

    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 38,203 shares
    Change vs previous 13F -5,916 shares

    0.22% of the 13F portfolio, value $1,682,460.

    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 44,119 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,092,564.

    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).