CASCADE INVESTMENT GROUP, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$136M
Signature - Title
Dana M. Capozzella - Chief Compliance Officer
Location
Colorado Springs, CO
Summary
This page shows a list of all the recent 13F filings made by CASCADE INVESTMENT GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CASCADE INVESTMENT GROUP, INC. reported 129 stock holdings with total value $136M as of Q3 2024. Top holdings included VTI, AAPL, SPTM, CIBR, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 129 $136M +$5.14M -$3.75M +$1.39M VTI, AAPL, SPTM, CIBR, MSFT 13F-HR 10/15/2024, 04:50 PM
Q2 2024 129 $128M +$3.95M -$12.9M -$8.91M VTI, AAPL, SPTM, MSFT, CIBR 13F-HR 7/16/2024, 03:00 PM
Q1 2024 142 $134M +$7.57M -$5.31M +$2.26M VTI, SPTM, AAPL, MSFT, CIBR 13F-HR 5/15/2024, 11:47 AM
Q4 2023 135 $124M +$9.47M -$3.07M +$6.4M VTI, AAPL, SPTM, MSFT, ABR 13F-HR 1/16/2024, 01:09 PM
Q3 2023 122 $106M +$4.42M -$5.55M -$1.13M VTI, AAPL, SPTM, ABR, CIBR 13F-HR 10/18/2023, 09:18 AM
Q2 2023 123 $109M +$4.72M -$2.7M +$2.02M VTI, AAPL, SPTM, ABR, CIBR 13F-HR 7/19/2023, 02:31 PM
Q1 2023 121 $101M +$5.25M -$3.46M +$1.79M VTI, AAPL, SPTM, FTCS, CIBR 13F-HR 4/14/2023, 11:16 AM
Q4 2022 119 $96.1M $0 $0 VTI, AAPL, SPTM, FTCS, PBA 13F-HR 2/27/2023, 12:56 PM