Advertisement
Screener

Cascade Investment Advisors, Inc. Historic Quarter Change: USA Funds, Sold Out

Cascade Investment Advisors, Inc. historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2016-06-30 to 2026-06-30, Cascade Investment Advisors, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1681490), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-06-30. Not compared, as a quarter between them is not held here yet: 2016-06-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Tacita Capital IncCanada$0.169B238
Alpha Financial Partners LLCUnited States$0.169B103
McClarren Financial Advisors, Inc.United States$0.169B79
Wall Street Financial Group, Inc.United States$0.169B667
McHugh Group, LLCUnited States$0.169B82
William Allan CorpUnited States$0.169B59
Mountain Hill Investment Partners Corp.United States$0.169B205
Granite FO LLCUnited States$0.169B593
LeClair Wealth Partners LLCUnited States$0.169B113
Daviman Financial, LLCUnited States$0.169B85