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Cascade Wealth Advisors, Inc: RSPT position timeline

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

Cascade Wealth Advisors, Inc held 131,869 RSPT 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 131,869 shares
    Change vs previous 13F -944 shares

    3.43% of the 13F portfolio, value $8,525,355.

    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 132,813 shares
    Change vs previous 13F -6,192 shares

    3.39% of the 13F portfolio, value $7,723,087.

    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 139,005 shares
    Change vs previous 13F -200 shares

    3.12% of the 13F portfolio, value $6,776,511.

    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 139,205 shares
    Change vs previous 13F -3,001 shares

    3.16% of the 13F portfolio, value $6,420,151.

    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 142,206 shares
    Change vs previous 13F -8,230 shares

    3.29% of the 13F portfolio, value $5,811,972.

    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 150,436 shares
    Change vs previous 13F -17,750 shares

    3.38% of the 13F portfolio, value $4,893,694.

    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 168,186 shares
    Change vs previous 13F -14,241 shares

    4.26% of the 13F portfolio, value $6,293,532.

    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 182,427 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $6,877,485.

    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).