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Covestor Ltd CASS Position History
Cass Information Systems, Inc.
Quarters held
5
Latest value
$42K
Q3 2026
Peak value
$42K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $27K |
| Q4 2025 | $0 |
| Q1 2026 | $39K |
| Q2 2026 | $42K |
| Q3 2026 | $42K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42K | 790 | — | — |
| Q2 2026 | $42K | 816 | — | — |
| Q1 2026 | $39K | 880 | — | — |
| Q4 2025 | $0 | 28 | — | — |
| Q4 2025 | $27K | 629 | — | — |