Cascade Investment Advisors, Inc. 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), from the quarter ended 2026-03-31 to 2026-06-30, Cascade Investment Advisors, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1681490): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-15). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Tacita Capital Inc | Canada | $0.169B | 238 |
| Alpha Financial Partners LLC | United States | $0.169B | 103 |
| McClarren Financial Advisors, Inc. | United States | $0.169B | 79 |
| Wall Street Financial Group, Inc. | United States | $0.169B | 667 |
| McHugh Group, LLC | United States | $0.169B | 82 |
| William Allan Corp | United States | $0.169B | 59 |
| Mountain Hill Investment Partners Corp. | United States | $0.169B | 205 |
| Granite FO LLC | United States | $0.169B | 593 |
| LeClair Wealth Partners LLC | United States | $0.169B | 113 |
| Daviman Financial, LLC | United States | $0.169B | 85 |