Cascade Financial Partners, LLC SEC EDGAR Filings (CIK 0002021208)

SEC EDGAR filings, ownership reports, and insider transactions for Cascade Financial Partners, LLC.

Business address
3579 Valley Centre Drive, Suite 125, San Diego, CA, 92130
Top securities (13F)
LLY, AAPL, VEA, IVV, PEP, IEMG, NVDA, RVTY, VTI, AMZN, DOL, MGK, SPMD, SPDW, MSFT, SPEM, VIG, TSLA, BRKB, and SHY
State of incorporation
DE
Fiscal year end
31 December
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Cascade Financial Partners, LLC has filed 9 SEC EDGAR filings since 14 May 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-24143
N-PX Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-24143
13F-HR Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-24143
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-24143
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-24143
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-24143
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-24143
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-24143
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-24143