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Disclosery

Cascade Financial Partners, LLC: VYM position timeline

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

Cascade Financial Partners, LLC held 48,901 VYM 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 48,901 shares
    Change vs previous 13F +251 shares

    0.67% of the 13F portfolio, value $7,727,820.

    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 48,650 shares
    Change vs previous 13F -825 shares

    0.74% of the 13F portfolio, value $7,205,130.

    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 49,475 shares
    Change vs previous 13F -8,751 shares

    0.72% of the 13F portfolio, value $7,100,583.

    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 58,226 shares
    Change vs previous 13F -564 shares

    0.94% of the 13F portfolio, value $8,207,018.

    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 58,790 shares
    Change vs previous 13F -5,216 shares

    0.94% of the 13F portfolio, value $7,837,347.

    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 64,006 shares
    Change vs previous 13F -1,787 shares

    1.04% of the 13F portfolio, value $8,254,261.

    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 65,793 shares
    Change vs previous 13F -842 shares

    1.09% of the 13F portfolio, value $8,394,479.

    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 66,635 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $8,673,833.

    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).