Cascade Wealth Advisors, Inc

SEC CIK: 0002018936
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

ARI holding history

Apollo Commercial Real Estate Finance, Inc. in every 13F filed by Cascade Wealth Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARI overview All 13F holders of ARI Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of ARI by Cascade Wealth Advisors, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−12,500−100.0%	Sold out	Holders
Q2 2024	12,500	$132.8K	0.1%	00.0%	Unchanged	Holders
Q1 2024	12,500	$134.5K	0.1%	–	No prior filing	Holders