Skip to content
Disclosery

Cascade Wealth Advisors, Inc: IJH position timeline

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

Cascade Wealth Advisors, Inc held 141,680 IJH 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 141,680 shares
    Change vs previous 13F +28,846 shares

    4.43% of the 13F portfolio, value $11,021,257.

    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 112,834 shares
    Change vs previous 13F +3,162 shares

    3.67% of the 13F portfolio, value $8,348,599.

    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 109,672 shares
    Change vs previous 13F +8,737 shares

    3.51% of the 13F portfolio, value $7,616,733.

    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 100,935 shares
    Change vs previous 13F -48,925 shares

    3.25% of the 13F portfolio, value $6,596,088.

    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 149,860 shares
    Change vs previous 13F +36,596 shares

    5.3% of the 13F portfolio, value $9,370,738.

    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 113,264 shares
    Change vs previous 13F +23,015 shares

    4.31% of the 13F portfolio, value $6,227,255.

    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 90,249 shares
    Change vs previous 13F +4,661 shares

    3.81% of the 13F portfolio, value $5,623,415.

    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 85,588 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $5,333,844.

    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).