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Cascade Wealth Advisors, Inc: DFUV position timeline

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

Cascade Wealth Advisors, Inc held 103,453 DFUV 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 103,453 shares
    Change vs previous 13F +10,340 shares

    2.36% of the 13F portfolio, value $5,885,431.

    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 93,113 shares
    Change vs previous 13F +3,542 shares

    2.14% of the 13F portfolio, value $4,877,256.

    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 89,571 shares
    Change vs previous 13F +8,814 shares

    2.02% of the 13F portfolio, value $4,370,162.

    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 80,757 shares
    Change vs previous 13F +26,451 shares

    1.79% of the 13F portfolio, value $3,644,551.

    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 54,306 shares
    Change vs previous 13F -3,133 shares

    1.31% of the 13F portfolio, value $2,309,106.

    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 57,439 shares
    Change vs previous 13F -12,280 shares

    1.52% of the 13F portfolio, value $2,203,934.

    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 69,719 shares
    Change vs previous 13F -2,299 shares

    1.93% of the 13F portfolio, value $2,852,901.

    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 72,018 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $3,002,430.

    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).