| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
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 |
|---|---|
| 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 |
| X-17A-5 | 2017-07-13 |
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.