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Cascade Wealth Advisors, Inc: FLOT position timeline

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

Cascade Wealth Advisors, Inc held 286,611 FLOT 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 286,611 shares
    Change vs previous 13F +28,683 shares

    5.86% of the 13F portfolio, value $14,597,104.

    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 257,928 shares
    Change vs previous 13F +5,587 shares

    5.76% of the 13F portfolio, value $13,128,521.

    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 252,341 shares
    Change vs previous 13F +5,631 shares

    5.94% of the 13F portfolio, value $12,874,441.

    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 246,710 shares
    Change vs previous 13F +51,392 shares

    6.19% of the 13F portfolio, value $12,561,216.

    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 195,318 shares
    Change vs previous 13F -62,951 shares

    5.62% of the 13F portfolio, value $9,951,452.

    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 258,269 shares
    Change vs previous 13F +658 shares

    9.05% of the 13F portfolio, value $13,091,656.

    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 257,611 shares
    Change vs previous 13F +30,544 shares

    8.87% of the 13F portfolio, value $13,107,248.

    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 227,067 shares
    Change vs previous 13F not available

    8.28% of the 13F portfolio, value $11,589,500.

    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).