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Disclosery

Cascade Financial Partners, LLC: VXF position timeline

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

Cascade Financial Partners, LLC held 6,213 VXF 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 6,213 shares
    Change vs previous 13F -33 shares

    0.13% of the 13F portfolio, value $1,529,638.

    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 6,246 shares
    Change vs previous 13F -57 shares

    0.13% of the 13F portfolio, value $1,285,366.

    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 6,303 shares
    Change vs previous 13F -31 shares

    0.13% of the 13F portfolio, value $1,318,013.

    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 6,334 shares
    Change vs previous 13F -388 shares

    0.15% of the 13F portfolio, value $1,325,881.

    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 6,722 shares
    Change vs previous 13F -863 shares

    0.16% of the 13F portfolio, value $1,295,491.

    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 7,585 shares
    Change vs previous 13F +18 shares

    0.16% of the 13F portfolio, value $1,306,653.

    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 7,567 shares
    Change vs previous 13F +203 shares

    0.19% of the 13F portfolio, value $1,437,615.

    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 7,364 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,360,655.

    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).