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Cascade Wealth Advisors, Inc: VCSH position timeline

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

Cascade Wealth Advisors, Inc held 94,678 VCSH 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 94,678 shares
    Change vs previous 13F +9,523 shares

    2.99% of the 13F portfolio, value $7,442,638.

    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 85,155 shares
    Change vs previous 13F -1,119 shares

    2.96% of the 13F portfolio, value $6,738,290.

    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 86,274 shares
    Change vs previous 13F +16,128 shares

    3.18% of the 13F portfolio, value $6,894,989.

    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 70,146 shares
    Change vs previous 13F +23,617 shares

    2.75% of the 13F portfolio, value $5,587,123.

    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 46,529 shares
    Change vs previous 13F -6,996 shares

    2.09% of the 13F portfolio, value $3,693,472.

    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 53,525 shares
    Change vs previous 13F -10,252 shares

    2.9% of the 13F portfolio, value $4,193,149.

    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 63,777 shares
    Change vs previous 13F +18,627 shares

    3.37% of the 13F portfolio, value $4,975,244.

    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 45,150 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,585,813.

    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).