Cass Information Systems shares owned by LVZ Advisors
Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by LVZ Advisors
from 13F filings
Historical chart of LVZ Advisors investment in Cass Information Systems
Tip: Access up to 7 years of quarterly data
All positions including Cass Information Systems held by LVZ Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cass Information Systems by LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $948k | 23k | 41.52 |
| 2025-09-30 | $898k | 23k | 39.33 |
| 2025-06-30 | $992k | 23k | 43.45 |
| 2025-03-31 | $987k | 23k | 43.25 |
| 2024-12-31 | $934k | 23k | 40.91 |
| 2024-09-30 | $947k | 23k | 41.48 |
| 2024-06-30 | $915k | 23k | 40.07 |
| 2024-03-31 | $1.1M | 23k | 48.17 |
| 2023-12-31 | $1.0M | 23k | 45.05 |
| 2023-09-30 | $850k | 23k | 37.25 |
| 2023-06-30 | $885k | 23k | 38.78 |
| 2023-03-31 | $989k | 23k | 43.31 |
| 2022-12-31 | $1.1M | 24k | 45.82 |