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Cascade Wealth Advisors, Inc: DFAS position timeline

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

Cascade Wealth Advisors, Inc held 113,731 DFAS 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 113,731 shares
    Change vs previous 13F +7,770 shares

    3.82% of the 13F portfolio, value $9,495,405.

    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 105,961 shares
    Change vs previous 13F +7,566 shares

    3.62% of the 13F portfolio, value $8,255,437.

    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 98,395 shares
    Change vs previous 13F -1,763 shares

    3.35% of the 13F portfolio, value $7,262,551.

    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 100,158 shares
    Change vs previous 13F +17,576 shares

    3.37% of the 13F portfolio, value $6,834,765.

    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 82,582 shares
    Change vs previous 13F -5,648 shares

    3.01% of the 13F portfolio, value $5,324,884.

    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 88,230 shares
    Change vs previous 13F -49,077 shares

    3.4% of the 13F portfolio, value $4,912,647.

    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 137,307 shares
    Change vs previous 13F -1,405 shares

    6.05% of the 13F portfolio, value $8,935,917.

    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 138,712 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $8,996,872.

    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).