Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 4 | Q3 2023 | 12.2% |
APPLE INC | 4 | Q3 2023 | 6.2% |
SPDR SER TR | 4 | Q3 2023 | 4.5% |
FIRST TR EXCHANGE TRADED FD | 4 | Q3 2023 | 2.6% |
ARBOR REALTY TRUST INC | 4 | Q3 2023 | 3.2% |
FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 2.9% |
FIRST TR EXCHANGE TRADED FD | 4 | Q3 2023 | 2.4% |
PEMBINA PIPELINE CORP | 4 | Q3 2023 | 2.5% |
MICROSOFT CORP | 4 | Q3 2023 | 2.4% |
CHEVRON CORP NEW | 4 | Q3 2023 | 2.3% |
View CASCADE INVESTMENT GROUP, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
X-17A-5 | 2024-02-27 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-14 |
13F-HR | 2023-02-27 |
X-17A-5 | 2020-02-28 |
X-17A-5 | 2019-02-13 |
X-17A-5 | 2018-02-14 |
View CASCADE INVESTMENT GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.