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CASCADE INVESTMENT GROUP, INC.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASCADE INVESTMENT GROUP, INC. on IWM, newest first. How the timeline and the estimate are built.

CASCADE INVESTMENT GROUP, INC. held 1,107 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,107 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $307,537.

    13F-HR 0001172661-26-004496 filed by CASCADE INVESTMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,107 shares
    Change vs previous 13F -50 shares

    0.19% of the 13F portfolio, value $332,504.

    13F-HR 0001172661-26-002766 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,157 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $286,858.

    13F-HR 0001172661-26-001767 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,157 shares
    Change vs previous 13F -53 shares

    0.19% of the 13F portfolio, value $284,730.

    13F-HR 0001172661-26-000257 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,210 shares
    Change vs previous 13F -66 shares

    0.19% of the 13F portfolio, value $292,696.

    13F-HR 0001172661-25-004485 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,276 shares
    Change vs previous 13F -600 shares

    0.19% of the 13F portfolio, value $275,280.

    13F-HR 0001172661-25-002702 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,876 shares
    Change vs previous 13F +605 shares

    0.29% of the 13F portfolio, value $374,181.

    13F-HR 0001172661-25-001850 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,271 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $280,771.

    13F-HR 0001172661-25-000206 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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