Position in CASH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,988,973
+$42,419 QoQ
Shares Held
57,305
+3.4% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#2
of 19 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 14.996946165256087.ToString("F0")%
Shared 0.ToString("F0")%
None 85.00305383474391.ToString("F0")%
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Guardian Wealth Management, Inc. holds $4,988,973 across 1 Banks - Regional name. CASH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASH |
Pathward Financial, Inc.
This page
|
57,305 | $4,988,973 |
All Filings in CASH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,988,973 | 57,305 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,946,554 | 55,436 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,424,259 | 48,229 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,000,735 | 40,545 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $10,508 | 228 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,642 | 208 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,629 | 208 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||