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Cascades Capital Asset Management, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascades Capital Asset Management, LLC on XLF, newest first. How the timeline and the estimate are built.

Cascades Capital Asset Management, LLC held 3,270 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,270 shares
    Change vs previous 13F +3,270 shares

    0.06% of the 13F portfolio, value $175,305.

    13F-HR 0001398344-26-014575 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,025 shares

    13F-HR 0001398344-25-015501 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 8,025 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $399,725.

    13F-HR 0001398344-25-009590 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).