Cass Information Systems shares owned by Advisory Research
Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Advisory Research
from 13F filings
Historical chart of Advisory Research investment in Cass Information Systems
Tip: Access up to 7 years of quarterly data
All positions including Cass Information Systems held by Advisory Research consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cass Information Systems by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.7M | 38k | 43.45 |
| 2025-03-31 | $1.8M | 41k | 43.25 |
| 2024-12-31 | $1.7M | 42k | 40.91 |
| 2024-09-30 | $2.4M | 59k | 41.48 |
| 2024-06-30 | $2.5M | 62k | 40.07 |
| 2024-03-31 | $3.0M | 61k | 48.17 |
| 2023-12-31 | $2.5M | 56k | 45.05 |
| 2023-09-30 | $1.7M | 46k | 37.25 |
| 2023-06-30 | $1.8M | 46k | 38.78 |
| 2023-03-31 | $1.7M | 40k | 43.31 |
| 2022-12-31 | $847k | 19k | 45.82 |