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Cascade Wealth Advisors, Inc: IWMI position timeline

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

Cascade Wealth Advisors, Inc held 124,435 IWMI 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 124,435 shares
    Change vs previous 13F -23 shares

    2.66% of the 13F portfolio, value $6,612,502.

    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 124,458 shares
    Change vs previous 13F +7,877 shares

    2.84% of the 13F portfolio, value $6,459,349.

    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 116,581 shares
    Change vs previous 13F -21,610 shares

    2.71% of the 13F portfolio, value $5,885,002.

    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 138,191 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $6,735,425.

    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).