Cass Information Systems shares owned by LPL Financial
Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Cass Information Systems
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Quarterly reported holdings in Cass Information Systems by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $794k | 20k | 39.33 |
| 2025-06-30 | $852k | 20k | 43.45 |
| 2025-03-31 | $772k | 18k | 43.25 |
| 2024-12-31 | $610k | 15k | 40.91 |
| 2024-09-30 | $578k | 14k | 41.48 |
| 2024-06-30 | $552k | 14k | 40.07 |
| 2024-03-31 | $573k | 12k | 48.17 |
| 2023-09-30 | $415k | 11k | 37.25 |
| 2023-06-30 | $399k | 10k | 38.78 |
| 2023-03-31 | $441k | 10k | 43.31 |
| 2022-12-31 | $462k | 10k | 45.82 |
| 2022-09-30 | $332k | 9.6k | 34.68 |
| 2022-06-30 | $299k | 8.8k | 33.79 |
| 2022-03-31 | $309k | 8.4k | 36.86 |
| 2021-12-31 | $271k | 6.9k | 39.37 |
| 2021-09-30 | $225k | 5.4k | 41.78 |
| 2016-09-30 | $508k | 9.3k | 54.55 |
| 2016-06-30 | $445k | 8.7k | 51.00 |