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Creative Planning CASS Position History
Cass Information Systems, Inc.
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7K |
| Q3 2025 | $446K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $33K |
| Q2 2026 | $1.3M |
| Q3 2026 | $45K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 28.0K | — | — |
| Q3 2026 | $45K | 846 | — | — |
| Q2 2026 | $1.3M | 26.0K | — | — |
| Q2 2026 | $33K | 652 | — | — |
| Q1 2026 | $1.2M | 26.2K | — | — |
| Q4 2025 | $1.1M | 27.3K | — | — |
| Q3 2025 | $446K | 11.4K | — | — |
| Q3 2025 | $7K | 169 | — | — |