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Cascade Wealth Advisors, Inc: VTV position timeline

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

Cascade Wealth Advisors, Inc held 22,022 VTV 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 22,022 shares
    Change vs previous 13F +2,275 shares

    1.98% of the 13F portfolio, value $4,939,683.

    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 19,747 shares
    Change vs previous 13F +124 shares

    1.8% of the 13F portfolio, value $4,088,470.

    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 19,623 shares
    Change vs previous 13F +360 shares

    1.79% of the 13F portfolio, value $3,891,116.

    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 19,263 shares
    Change vs previous 13F -15 shares

    1.77% of the 13F portfolio, value $3,601,863.

    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 19,278 shares
    Change vs previous 13F -2,400 shares

    1.94% of the 13F portfolio, value $3,431,214.

    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 21,678 shares
    Change vs previous 13F -1,186 shares

    2.45% of the 13F portfolio, value $3,538,863.

    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 22,864 shares
    Change vs previous 13F -1,574 shares

    2.62% of the 13F portfolio, value $3,870,796.

    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 24,438 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $4,266,088.

    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).