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Farther Finance Advisors, LLC → CASS

Farther Finance Advisors, LLC CASS Position History

Cass Information Systems, Inc.

Quarters held
8
Latest value
$14
Q3 2026
Peak value
$29K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$276
Q4 2025$186
Q1 2026$754
Q1 2026$28
Q2 2026$24K
Q2 2026$19
Q3 2026$29K
Q3 2026$14

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1416——
Q3 2026$29K542——
Q2 2026$1916——
Q2 2026$24K465——
Q1 2026$2816——
Q1 2026$75417——
Q4 2025$18694——
Q3 2025$27695——

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