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Cascade Wealth Advisors, Inc: NIHI position timeline

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

Cascade Wealth Advisors, Inc held 164,898 NIHI 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 164,898 shares
    Change vs previous 13F -5,343 shares

    3.52% of the 13F portfolio, value $8,756,714.

    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 170,241 shares
    Change vs previous 13F +21,188 shares

    3.85% of the 13F portfolio, value $8,779,327.

    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 149,053 shares
    Change vs previous 13F +133,916 shares

    3.57% of the 13F portfolio, value $7,747,774.

    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 15,137 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $759,200.

    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).