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Cascade Wealth Advisors, Inc: SPYI position timeline

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

Cascade Wealth Advisors, Inc held 335,192 SPYI 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 335,192 shares
    Change vs previous 13F -5,227 shares

    7.3% of the 13F portfolio, value $18,160,676.

    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 340,419 shares
    Change vs previous 13F +10,468 shares

    7.98% of the 13F portfolio, value $18,181,776.

    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 329,951 shares
    Change vs previous 13F +9,521 shares

    8.04% of the 13F portfolio, value $17,441,212.

    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 320,430 shares
    Change vs previous 13F -46,990 shares

    8.34% of the 13F portfolio, value $16,941,121.

    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 367,420 shares
    Change vs previous 13F +101,172 shares

    10.66% of the 13F portfolio, value $18,859,653.

    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 266,248 shares
    Change vs previous 13F +116,972 shares

    8.53% of the 13F portfolio, value $12,335,270.

    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 149,276 shares
    Change vs previous 13F +26,885 shares

    5.13% of the 13F portfolio, value $7,586,206.

    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 122,391 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $6,270,091.

    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).