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Cascade Investment Advisors, Inc.: VTV position timeline

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

Cascade Investment Advisors, Inc. held 1,561 VTV 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 1,561 shares
    Change vs previous 13F +10 shares

    0.19% of the 13F portfolio, value $340,189.

    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 1,551 shares
    Change vs previous 13F +67 shares

    0.18% of the 13F portfolio, value $304,306.

    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 1,484 shares
    Change vs previous 13F +11 shares

    0.17% of the 13F portfolio, value $283,429.

    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 1,473 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $274,700.

    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).