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Cascade Wealth Advisors, Inc: VONG position timeline

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

Cascade Wealth Advisors, Inc held 73,840 VONG 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 73,840 shares
    Change vs previous 13F +8,196 shares

    3.81% of the 13F portfolio, value $9,472,147.

    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 65,644 shares
    Change vs previous 13F +6,077 shares

    3.67% of the 13F portfolio, value $8,348,649.

    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 59,567 shares
    Change vs previous 13F +2,101 shares

    3.35% of the 13F portfolio, value $7,254,619.

    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 57,466 shares
    Change vs previous 13F +7,711 shares

    3.51% of the 13F portfolio, value $7,123,490.

    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 49,755 shares
    Change vs previous 13F -6,573 shares

    3.23% of the 13F portfolio, value $5,710,842.

    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 56,328 shares
    Change vs previous 13F -7,532 shares

    3.53% of the 13F portfolio, value $5,100,511.

    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 63,860 shares
    Change vs previous 13F -5,831 shares

    4.46% of the 13F portfolio, value $6,596,707.

    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 69,691 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $6,726,531.

    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).