Cascade Financial Partners, LLC

Position in ILMN — Illumina, Inc.

CIK 2021208 SAN DIEGO, CA

Position in ILMN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$204,611

-$13,114 QoQ

Shares Held

1,660

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Cascade Financial Partners, LLC holds $14,532,015 across 3 Diagnostics & Research names. ILMN ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RVTY	Revvity, Inc.	162,671	$14,251,606
2	ILMN	Illumina, Inc. This page	1,660	$204,611
3	OPK	Opko Health, Inc.	66,490	$75,798

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$204,611	1,660	0.0%	Shares	Sole	2026-05-12
2025-12-31	$217,725	1,660	-26.5%	Shares	Sole	2026-02-06
2025-06-30	$215,626	2,260	-9.6%	Shares	Sole	2025-08-07
2024-12-31	$333,941	2,499	-8.6%	Shares	Sole	2025-02-07
2024-09-30	$356,671	2,735	0.0%	Shares	Sole	2024-10-25
2024-06-30	$285,479	2,735	0.0%	Shares	Sole	2024-07-31
2024-03-31	$365,340	2,735	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.