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Cascade Wealth Advisors, Inc: USRT position timeline

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

Cascade Wealth Advisors, Inc held 26,577 USRT 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 26,577 shares
    Change vs previous 13F +2,690 shares

    0.72% of the 13F portfolio, value $1,790,790.

    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 23,887 shares
    Change vs previous 13F +987 shares

    0.68% of the 13F portfolio, value $1,555,262.

    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 22,900 shares
    Change vs previous 13F +4,690 shares

    0.61% of the 13F portfolio, value $1,317,870.

    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 18,210 shares
    Change vs previous 13F +7,911 shares

    0.52% of the 13F portfolio, value $1,061,635.

    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 10,299 shares
    Change vs previous 13F -11,957 shares

    0.33% of the 13F portfolio, value $576,358.

    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 22,256 shares
    Change vs previous 13F -20,711 shares

    0.83% of the 13F portfolio, value $1,205,173.

    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 42,967 shares
    Change vs previous 13F +4,295 shares

    1.67% of the 13F portfolio, value $2,462,460.

    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 38,672 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,381,016.

    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).