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Cascade Wealth Advisors, Inc: VGSH position timeline

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

Cascade Wealth Advisors, Inc held 270,189 VGSH 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 270,189 shares
    Change vs previous 13F +13,716 shares

    6.3% of the 13F portfolio, value $15,689,883.

    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 256,473 shares
    Change vs previous 13F -9,042 shares

    6.57% of the 13F portfolio, value $14,962,635.

    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 265,515 shares
    Change vs previous 13F -18,367 shares

    7.2% of the 13F portfolio, value $15,606,989.

    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 283,882 shares
    Change vs previous 13F +98,047 shares

    8.21% of the 13F portfolio, value $16,672,369.

    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 185,835 shares
    Change vs previous 13F -30,554 shares

    6.16% of the 13F portfolio, value $10,889,927.

    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 216,389 shares
    Change vs previous 13F +26,829 shares

    8.77% of the 13F portfolio, value $12,684,723.

    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 189,560 shares
    Change vs previous 13F +24,706 shares

    7.46% of the 13F portfolio, value $11,028,601.

    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 164,854 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $9,729,683.

    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).