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Pinnacle Wealth Management Advisory Group, LLC → CASS
Pinnacle Wealth Management Advisory Group, LLC CASS Position History
Cass Information Systems, Inc.
Quarters held
4
Latest value
$306K
Q3 2026
Peak value
$410K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $410K |
| Q1 2026 | $389K |
| Q2 2026 | $295K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 5.7K | — | — |
| Q2 2026 | $295K | 5.7K | — | — |
| Q1 2026 | $389K | 8.8K | — | — |
| Q4 2025 | $410K | 9.9K | — | — |