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Livermore
Livermore
ZHEN

Cascade Wealth Advisors, Inc

SEC CIK
0002018936
Latest filing
Aug 10, 2026

COST holding history

Costco Wholesale Corp 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.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
624
Value
$591.6K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of COST by Cascade Wealth Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026624$591.6K0.2%00.0%UnchangedHolders
Q1 2026624$629.7K0.3%00.0%UnchangedHolders
Q4 2025624$599.7K0.3%00.0%UnchangedHolders
Q3 2025624$571.5K0.3%00.0%UnchangedHolders
Q2 2025624$612.2K0.3%+204+48.6%AddedHolders
Q1 2025420$410.3K0.3%00.0%UnchangedHolders
Q4 2024420$384.8K0.3%00.0%UnchangedHolders
Q3 2024420$372.3K0.3%00.0%UnchangedHolders
Q2 2024420$342.7K0.3%−40−8.7%ReducedHolders
Q1 2024460$336.4K0.3%–No prior filingHolders