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Livermore
Livermore
ZHEN

LVZ Advisors, Inc.

SEC CIK
0001574408
Latest filing
Jul 9, 2026

CASS holding history

Cass Information Systems Inc in every 13F filed by LVZ Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASS overviewAll 13F holders of CASSFull Q2 2026 holdings

Shares (Q2 2026)
22,827
Value
$1.17M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of CASS by LVZ Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,827$1.17M0.1%00.0%UnchangedHolders
Q1 202622,827$1.00M0.1%00.0%UnchangedHolders
Q4 202522,827$947.8K0.1%00.0%UnchangedHolders
Q3 202522,827$897.8K0.1%00.0%UnchangedHolders
Q2 202522,827$991.8K0.1%00.0%UnchangedHolders
Q1 202522,827$987.3K0.1%00.0%UnchangedHolders
Q4 202422,827$933.9K0.1%00.0%UnchangedHolders
Q3 202422,827$946.9K0.1%00.0%UnchangedHolders
Q2 202422,827$914.7K0.1%00.0%UnchangedHolders
Q1 202422,827$1.10M0.1%00.0%UnchangedHolders
Q4 202322,827$1.03M0.1%00.0%UnchangedHolders
Q3 202322,827$850.3K0.1%00.0%UnchangedHolders
Q2 202322,827$885.2K0.1%00.0%UnchangedHolders
Q1 202322,827$988.6K0.1%−624−2.7%ReducedHolders
Q4 202223,451$1.07M0.2%+23,451NewHolders