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Cascade Wealth Advisors, Inc: VUG position timeline

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

Cascade Wealth Advisors, Inc held 69,774 VUG 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 69,774 shares
    Change vs previous 13F +216 shares

    2.51% of the 13F portfolio, value $6,237,755.

    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 69,558 shares
    Change vs previous 13F +57,947 shares

    2.65% of the 13F portfolio, value $6,040,389.

    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 11,611 shares
    Change vs previous 13F -222 shares

    2.62% of the 13F portfolio, value $5,685,221.

    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 11,833 shares
    Change vs previous 13F -18 shares

    2.89% of the 13F portfolio, value $5,865,321.

    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 11,851 shares
    Change vs previous 13F -1,597 shares

    3.08% of the 13F portfolio, value $5,441,098.

    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 13,448 shares
    Change vs previous 13F -336 shares

    3.37% of the 13F portfolio, value $4,871,516.

    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 13,784 shares
    Change vs previous 13F -1,632 shares

    3.83% of the 13F portfolio, value $5,657,493.

    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 15,416 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $5,918,533.

    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).