Acumen Wealth Advisors, LLC

SEC CIK: 0001939202
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CASS holding history

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

CASS overview All 13F holders of CASS Full Q2 2026 holdings

Shares (Q2 2026): 105,619
Value: $5.42M
% of portfolio: 1.1%
Quarters held: 3; Since Q4 2025

Holdings of CASS by Acumen Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	105,619	$5.42M	1.1%	−200−0.2%	Reduced	Holders
Q1 2026	105,819	$4.66M	1.3%	−6,428−5.7%	Reduced	Holders
Q4 2025	112,247	$4.66M	1.3%	–	No prior filing	Holders