Cascade Financial Partners, LLC
Position in MORT — VanEck Mortgage REIT Income ETF
CIK 2021208
SAN DIEGO, CA
All Filings in MORT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MORT | $593,807 | 57,876 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 MORT | $598,607 | 56,956 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 MORT | $441,785 | 41,020 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 MORT | $433,171 | 41,020 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 MORT | $458,193 | 41,020 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 MORT | $392,940 | 37,000 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||