Cascade Financial Partners, LLC PLX — PROTALIX BIOTHERAPEUTICS INC

Ownership history in Cascade Financial Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Cascade Financial Partners, LLC reported PROTALIX BIOTHERAPEUTICS INC (PLX) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows PLX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cascade Financial Partners, LLC's position in PROTALIX BIOTHERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PLX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLX stock page Cascade Financial Partners, LLC fund profile Cascade Financial Partners, LLC full holdings
How Cascade Financial Partners, LLC held PLX — position size vs. price
% of Fund (quarterly)    PLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 12,000 — 0% 0.00% $28K 2026-08-04 $2.37
2026 Q1 UNCHANGED — — — 12,000 — 0% 0.00% $26K 2026-05-12 $1.91
2025 Q4 REDUCED 29.4% +20.6% ❌ 12,000 -5,000 -29.4% 0.00% $22K 2026-02-06 $2.89
2025 Q3 UNCHANGED — — — 17,000 — 0% 0.00% $38K 2025-10-21 $2.14
2025 Q2 ADDED — — — 17,000 +5,900 +53.2% 0.00% $25K 2025-08-07 $1.51
2024 Q2 INITIATED — — — 11,100 — — 0.00% $13K 2024-07-31 $1.08

🏢 Other funds also holding PLX

As of 2026 Q2 — sorted by position size

Main Street Financial Solutions, LLC 3Y 0.03% HARBOUR INVESTMENT MANAGEMENT LLC 3Y 7Y 0.01% Orin Green Financial, LLC 3Y 0.01% BAILARD, INC. 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% Investment Research & Advisory Group, Inc. 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Walleye Capital LLC 3Y 7Y 0.0% Activest Wealth Management 3Y 0.0%

FAQ About Cascade Financial Partners, LLC and PLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cascade Financial Partners, LLC reported owning PLX?

Cascade Financial Partners, LLC reported PLX across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported PLX position in Cascade Financial Partners, LLC's portfolio?

The largest reported portfolio weight for PLX was 0.00% in 2025 Q3.

What is the latest reported PLX position on this page?

The most recent filing on this page is 2026 Q2, when Cascade Financial Partners, LLC reported 12,000 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this PLX ownership page compare?

The chart compares Cascade Financial Partners, LLC's quarterly PLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cascade Financial Partners, LLC time their PLX position?

Based on 13F filing dates vs. subsequent PLX price moves, Cascade Financial Partners, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PLX relative to SPY over the holding period was +27.5%.

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