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Cascade Wealth Advisors, Inc: CLOA position timeline

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

Cascade Wealth Advisors, Inc held 283,645 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,645 shares
    Change vs previous 13F +44,345 shares

    5.91% of the 13F portfolio, value $14,697,057.

    13F-HR 0002018936-26-000003 filed by Cascade Wealth 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 239,300 shares
    Change vs previous 13F +12,783 shares

    5.45% of the 13F portfolio, value $12,413,668.

    13F-HR 0002018936-26-000002 filed by Cascade Wealth 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 226,517 shares
    Change vs previous 13F +36,026 shares

    5.43% of the 13F portfolio, value $11,782,308.

    13F-HR 0002018936-26-000001 filed by Cascade Wealth 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 190,491 shares
    Change vs previous 13F +50,802 shares

    4.86% of the 13F portfolio, value $9,866,456.

    13F-HR 0002018936-25-000006 filed by Cascade Wealth 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 139,689 shares
    Change vs previous 13F +35,779 shares

    4.09% of the 13F portfolio, value $7,227,509.

    13F-HR 0002018936-25-000005 filed by Cascade Wealth 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 103,910 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $5,338,896.

    13F-HR 0002018936-25-000004 filed by Cascade Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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