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Cascade Wealth Advisors, Inc: VCIT position timeline

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

Cascade Wealth Advisors, Inc held 144,050 VCIT 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 144,050 shares
    Change vs previous 13F +3,606 shares

    4.71% of the 13F portfolio, value $11,728,539.

    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 140,444 shares
    Change vs previous 13F -4,939 shares

    5.11% of the 13F portfolio, value $11,641,436.

    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 145,383 shares
    Change vs previous 13F -23,648 shares

    5.63% of the 13F portfolio, value $12,199,129.

    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 169,031 shares
    Change vs previous 13F +56,479 shares

    6.97% of the 13F portfolio, value $14,152,963.

    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 112,552 shares
    Change vs previous 13F -1,615 shares

    5.27% of the 13F portfolio, value $9,328,310.

    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 114,167 shares
    Change vs previous 13F +34,605 shares

    6.35% of the 13F portfolio, value $9,180,168.

    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 79,562 shares
    Change vs previous 13F +23,117 shares

    4.32% of the 13F portfolio, value $6,386,442.

    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 56,445 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $4,727,269.

    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).