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Cascadia Advisory Services, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascadia Advisory Services, LLC on JPM, newest first. How the timeline and the estimate are built.

Cascadia Advisory Services, LLC held 21,927 JPM shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 21,927 shares
    Change vs previous 13F +156 shares

    0.73% of the 13F portfolio, value $3,589,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 21,771 shares
    Change vs previous 13F +1,081 shares

    0.73% of the 13F portfolio, value $3,386,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 20,690 shares
    Change vs previous 13F -6,218 shares

    0.7% of the 13F portfolio, value $3,150,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 26,908 shares
    Change vs previous 13F -13,442 shares

    0.73% of the 13F portfolio, value $2,590,000.

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 40,350 shares
    Change vs previous 13F +10,515 shares

    1.16% of the 13F portfolio, value $3,795,000.

    13F-HR 0001800724-20-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 29,835 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,159,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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