Filer · Institutional
Cascade Wealth Advisors,Inc
CIK 0002018936TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 9
Q1 202613F-HR
0002018936-26-000002 · filed 2026-05-12
60
positions
Q4 202513F-HR
0002018936-26-000001 · filed 2026-02-04
57
positions
Q3 202513F-HR
0002018936-25-000006 · filed 2025-11-12
60
positions
Q2 202513F-HR
0002018936-25-000005 · filed 2025-08-11
56
positions
Q1 202513F-HR
0002018936-25-000004 · filed 2025-05-09
41
positions
Q4 202413F-HR
0002018936-25-000001 · filed 2025-02-06
48
positions
Q3 202413F-HR
0002018936-24-000004 · filed 2024-10-15
49
positions
Q2 202413F-HR
0002018936-24-000002 · filed 2024-07-26
51
positions
Q1 202413F-HR
0002018936-24-000001 · filed 2024-04-15
49
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.