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IFP Advisors, Inc CASS Position History
Cass Information Systems, Inc.
Quarters held
12
Latest value
$9
Q3 2026
Peak value
$36K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $29 |
| Q3 2025 | $2K |
| Q3 2025 | $29 |
| Q4 2025 | $24K |
| Q4 2025 | $20 |
| Q1 2026 | $28K |
| Q1 2026 | $17 |
| Q2 2026 | $36K |
| Q2 2026 | $12 |
| Q3 2026 | $33K |
| Q3 2026 | $9 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9 | 10 | — | — |
| Q3 2026 | $33K | 615 | — | — |
| Q2 2026 | $12 | 10 | — | — |
| Q2 2026 | $36K | 708 | — | — |
| Q1 2026 | $17 | 10 | — | — |
| Q1 2026 | $28K | 634 | — | — |
| Q4 2025 | $20 | 10 | — | — |
| Q4 2025 | $24K | 567 | — | — |
| Q3 2025 | $29 | 10 | — | — |
| Q3 2025 | $2K | 41 | — | — |
| Q3 2025 | $29 | 10 | — | — |
| Q3 2025 | $2K | 30 | — | — |