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Cascade Wealth Advisors, Inc: DFAI position timeline

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

Cascade Wealth Advisors, Inc held 123,050 DFAI 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 123,050 shares
    Change vs previous 13F +31,914 shares

    2.14% of the 13F portfolio, value $5,329,311.

    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 91,136 shares
    Change vs previous 13F +6,153 shares

    1.67% of the 13F portfolio, value $3,793,085.

    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 84,983 shares
    Change vs previous 13F +14,273 shares

    1.58% of the 13F portfolio, value $3,429,055.

    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 70,710 shares
    Change vs previous 13F +37,112 shares

    1.29% of the 13F portfolio, value $2,616,253.

    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 33,598 shares
    Change vs previous 13F +18,216 shares

    0.67% of the 13F portfolio, value $1,181,974.

    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 15,382 shares
    Change vs previous 13F -4,902 shares

    0.33% of the 13F portfolio, value $474,689.

    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).

  7. period ended2024-12-31
    13F 20,284 shares
    Change vs previous 13F -3,470 shares

    0.4% of the 13F portfolio, value $592,293.

    13F-HR 0002018936-25-000001 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).

  8. period ended2024-09-30
    13F 23,754 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $754,902.

    13F-HR 0002018936-24-000004 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).