Position in VMRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,948,164
+$686,199 QoQ
Shares Held
28,679
+34.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#273
of 698 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cascade Financial Partners, LLC holds $1,948,164 across 1 REIT - Residential name. VMRK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
28,679 | $1,948,164 |
All Filings in VMRK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,948,164 | 28,679 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,261,965 | 21,335 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,041,042 | 16,514 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $860,455 | 13,293 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $862,859 | 12,785 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $662,544 | 9,256 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $207,960 | 2,898 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||