Cascade Wealth Advisors, Inc: NKSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Wealth Advisors, Inc on NKSH, newest first. How the timeline and the estimate are built.
Cascade Wealth Advisors, Inc held 0 NKSH shares at 2025-12-31 per its 13F-HR filed 2026-02-04.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -6,679 shares
13F-HR 0002018936-26-000001 filed by Cascade Wealth Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 6,679 sharesChange vs previous 13F +6,679 shares
0.1% of the 13F portfolio, value $200,036.
13F-HR 0002018936-25-000006 filed by Cascade Wealth Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -9,679 shares
13F-HR 0002018936-25-000004 filed by Cascade Wealth Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 9,679 sharesChange vs previous 13F -1,000 shares
0.19% of the 13F portfolio, value $277,884.
13F-HR 0002018936-25-000001 filed by Cascade Wealth Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,679 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $319,302.
13F-HR 0002018936-24-000004 filed by Cascade Wealth Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).