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Cascade Wealth Advisors, Inc: IWD position timeline

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

Cascade Wealth Advisors, Inc held 6,117 IWD 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 6,117 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,575,484.

    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 6,117 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,430,757.

    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 6,117 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,341,510.

    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 6,117 shares
    Change vs previous 13F -368 shares

    0.62% of the 13F portfolio, value $1,259,176.

    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 6,485 shares
    Change vs previous 13F +368 shares

    0.72% of the 13F portfolio, value $1,268,847.

    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 6,117 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,087,412.

    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 6,117 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,132,433.

    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 6,117 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,160,999.

    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).