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Cascade Wealth Advisors, Inc: IYRI position timeline

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

Cascade Wealth Advisors, Inc held 106,514 IYRI 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 106,514 shares
    Change vs previous 13F -21,365 shares

    2.13% of the 13F portfolio, value $5,301,186.

    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 127,879 shares
    Change vs previous 13F +21,128 shares

    2.78% of the 13F portfolio, value $6,338,971.

    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 106,751 shares
    Change vs previous 13F +94,186 shares

    2.4% of the 13F portfolio, value $5,211,596.

    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 12,565 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $624,620.

    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).