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Cascade Investment Advisors, Inc.: ESGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Investment Advisors, Inc. on ESGV, newest first. How the timeline and the estimate are built.

Cascade Investment Advisors, Inc. held 3,300 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,300 shares
    Change vs previous 13F -2,098 shares

    0.24% of the 13F portfolio, value $436,392.

    13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, Inc.
    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 5,398 shares
    Change vs previous 13F -244 shares

    0.36% of the 13F portfolio, value $606,033.

    13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, Inc.
    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 5,642 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $682,456.

    13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, Inc.
    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 5,642 shares
    Change vs previous 13F -500 shares

    0.4% of the 13F portfolio, value $668,238.

    13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, Inc.
    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 6,142 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $673,409.

    13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, Inc.
    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 6,142 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $601,609.

    13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, Inc.
    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 6,142 shares
    Change vs previous 13F -808 shares

    0.41% of the 13F portfolio, value $644,234.

    13F-HR 0001941040-25-000028 filed by Cascade Investment Advisors, Inc.
    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 6,950 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $706,468.

    13F-HR 0001941040-24-000414 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).