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Cascade Investment Advisors, Inc.: VYM position timeline

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

Cascade Investment Advisors, Inc. held 2,050 VYM 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 2,050 shares
    Change vs previous 13F -200 shares

    0.18% of the 13F portfolio, value $323,962.

    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 2,250 shares
    Change vs previous 13F -350 shares

    0.2% of the 13F portfolio, value $333,225.

    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 2,600 shares
    Change vs previous 13F -615 shares

    0.22% of the 13F portfolio, value $373,152.

    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 3,215 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $453,154.

    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 3,215 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $428,592.

    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 3,215 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $414,606.

    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 3,215 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $410,202.

    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).