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Cascade Wealth Advisors, Inc: VBK position timeline

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

Cascade Wealth Advisors, Inc held 4,896 VBK 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 4,896 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,765,579.

    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 4,896 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,682,168.

    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 4,896 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,577,393.

    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 4,896 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,481,334.

    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 4,896 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,365,690.

    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 4,896 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,167,598.

    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 4,896 shares
    Change vs previous 13F -1,710 shares

    0.93% of the 13F portfolio, value $1,371,174.

    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 6,606 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,766,246.

    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).