Current Market Value 143,224,751
Current Holdings 142
Most Recent File Date 2025-07-24
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cascade Investment Group, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 142 143,225
2025-05-14 2025-03-31 13F-HR 131 130,043
2025-01-16 2024-12-31 13F-HR 136 139,823
2024-10-15 2024-09-30 13F-HR 129 136,428
2024-07-16 2024-06-30 13F-HR 129 128,126
2024-05-15 2024-03-31 13F-HR 142 133,646
2024-01-16 2023-12-31 13F-HR 135 123,955
2023-10-18 2023-09-30 13F-HR 122 106,043
2023-07-19 2023-06-30 13F-HR 123 109,382
2023-04-14 2023-03-31 13F-HR 121 101,451
2023-02-27 2022-12-31 13F-HR 119 96,087