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Cascadia Advisory Services, LLC: USMV position timeline

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

Cascadia Advisory Services, LLC held 6,744 USMV 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 6,744 shares
    Change vs previous 13F -565 shares

    0.1% of the 13F portfolio, value $496,000.

    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 7,309 shares
    Change vs previous 13F -4,857 shares

    0.12% of the 13F portfolio, value $538,000.

    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 12,166 shares
    Change vs previous 13F -6,237 shares

    0.19% of the 13F portfolio, value $842,000.

    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 18,403 shares
    Change vs previous 13F -4,928 shares

    0.33% of the 13F portfolio, value $1,173,000.

    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 23,331 shares
    Change vs previous 13F -34,122 shares

    0.43% of the 13F portfolio, value $1,415,000.

    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 57,453 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,769,000.

    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).