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Cascade Wealth Advisors, Inc

SEC CIK
0002018936
Latest filing
Aug 10, 2026

ETN holding history

Eaton Corp plc 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.

ETN overviewAll 13F holders of ETNFull Q2 2026 holdings

Shares (Q2 2026)
798
Value
$358.0K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of ETN by Cascade Wealth Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026798$358.0K0.1%00.0%UnchangedHolders
Q1 2026798$320.4K0.1%00.0%UnchangedHolders
Q4 2025798$277.2K0.1%00.0%UnchangedHolders
Q3 2025798$302.9K0.1%00.0%UnchangedHolders
Q2 2025798$289.5K0.2%00.0%UnchangedHolders
Q1 2025798$221.1K0.2%00.0%UnchangedHolders
Q4 2024798$264.8K0.2%00.0%UnchangedHolders
Q3 2024798$264.5K0.2%00.0%UnchangedHolders
Q2 2024798$233.7K0.2%00.0%UnchangedHolders
Q1 2024798$254.2K0.2%–No prior filingHolders