Cascade Investment Advisors, Inc.: USB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Investment Advisors, Inc. on USB, newest first. How the timeline and the estimate are built.
Cascade Investment Advisors, Inc. held 65,150 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 65,150 sharesChange vs previous 13F -831 shares
2.15% of the 13F portfolio, value $3,935,060.
13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 65,981 sharesChange vs previous 13F -1,424 shares
2.03% of the 13F portfolio, value $3,431,672.
13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,405 sharesChange vs previous 13F -260 shares
2.12% of the 13F portfolio, value $3,596,731.
13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 67,665 sharesChange vs previous 13F -435 shares
1.98% of the 13F portfolio, value $3,270,249.
13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 68,100 sharesChange vs previous 13F +700 shares
1.98% of the 13F portfolio, value $3,081,525.
13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 67,400 sharesChange vs previous 13F +1,850 shares
1.92% of the 13F portfolio, value $2,845,628.
13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 65,550 sharesChange vs previous 13F -1,767 shares
2.01% of the 13F portfolio, value $3,135,257.
13F-HR 0001941040-25-000028 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 67,317 sharesChange vs previous 13F not available
1.96% of the 13F portfolio, value $3,078,406.
13F-HR 0001941040-24-000414 filed by Cascade Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).