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CASCADE INVESTMENT GROUP, INC.: SPTM position timeline

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

CASCADE INVESTMENT GROUP, INC. held 99,991 SPTM 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 99,991 shares
    Change vs previous 13F -88 shares

    5.1% of the 13F portfolio, value $9,204,172.

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

  2. period ended2026-06-30
    13F 100,079 shares
    Change vs previous 13F -200 shares

    5.1% of the 13F portfolio, value $9,086,166.

    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 100,279 shares
    Change vs previous 13F +3,192 shares

    5.22% of the 13F portfolio, value $7,928,030.

    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 97,087 shares
    Change vs previous 13F +78 shares

    5.35% of the 13F portfolio, value $8,009,667.

    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 97,009 shares
    Change vs previous 13F +2,497 shares

    5.18% of the 13F portfolio, value $7,823,786.

    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 94,512 shares
    Change vs previous 13F +1,717 shares

    4.94% of the 13F portfolio, value $7,078,036.

    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 92,795 shares
    Change vs previous 13F -2,736 shares

    4.85% of the 13F portfolio, value $6,311,002.

    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 95,531 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $6,823,783.

    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).