Skip to content
Disclosery

Cascade Wealth Advisors, Inc: SHYG position timeline

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

Cascade Wealth Advisors, Inc held 363,259 SHYG 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 363,259 shares
    Change vs previous 13F +11,493 shares

    6.15% of the 13F portfolio, value $15,311,374.

    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 351,766 shares
    Change vs previous 13F +5,078 shares

    6.56% of the 13F portfolio, value $14,950,036.

    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 346,688 shares
    Change vs previous 13F +22,583 shares

    6.89% of the 13F portfolio, value $14,938,807.

    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 324,105 shares
    Change vs previous 13F +71,555 shares

    6.85% of the 13F portfolio, value $13,900,882.

    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 252,550 shares
    Change vs previous 13F -47,338 shares

    6.13% of the 13F portfolio, value $10,836,937.

    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 299,888 shares
    Change vs previous 13F +32,107 shares

    8.63% of the 13F portfolio, value $12,481,357.

    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 267,781 shares
    Change vs previous 13F +34,014 shares

    7.72% of the 13F portfolio, value $11,410,153.

    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 233,767 shares
    Change vs previous 13F not available

    7.25% of the 13F portfolio, value $10,150,184.

    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).