Cascade Wealth Advisors, Inc: DFAX position timeline

Cascade Wealth Advisors, Inc held 22,003 DFAX 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 22,003 shares

   Change vs previous 13F +210 shares

   0.33% of the 13F portfolio, value $832,820.

   13F-HR 0002018936-26-000003 filed by Cascade Wealth Advisors, Inc
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 21,793 shares

   Change vs previous 13F +31 shares

   0.36% of the 13F portfolio, value $819,409.

   13F-HR 0002018936-26-000002 filed by Cascade Wealth Advisors, Inc
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,762 shares

   Change vs previous 13F -4,111 shares

   0.35% of the 13F portfolio, value $767,340.

   13F-HR 0002018936-26-000001 filed by Cascade Wealth Advisors, Inc
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 25,873 shares

   Change vs previous 13F +1,585 shares

   0.41% of the 13F portfolio, value $827,943.

   13F-HR 0002018936-25-000006 filed by Cascade Wealth Advisors, Inc
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,288 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $733,008.

   13F-HR 0002018936-25-000005 filed by Cascade Wealth Advisors, Inc
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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