Cascade Financial Partners, LLC
Holdings in RVTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,738,419 | 162,671 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $16,361,713 | 186,671 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $18,054,819 | 186,671 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $19,749,791 | 186,671 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $20,834,350 | 186,671 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $24,817,353 | 194,265 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $20,465,001 | 195,165 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $20,492,325 | 195,165 | Shares | Sole | 2024-05-14 |