Cascade Wealth Advisors, Inc
- SEC CIK
- 0002018936
- Latest filing
- Aug 10, 2026
NKSH holding history
National Bankshares 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.
NKSH overviewAll 13F holders of NKSHFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −6,679−100.0% | Sold out | Holders |
| Q3 2025 | 6,679 | $200.0K | 0.1% | +6,679 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −9,679−100.0% | Sold out | Holders |
| Q4 2024 | 9,679 | $277.9K | 0.2% | −1,000−9.4% | Reduced | Holders |
| Q3 2024 | 10,679 | $319.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 10,679 | $340.7K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2024 | 10,679 | $310.2K | 0.3% | – | No prior filing | Holders |