Institute for Wealth Management, LLC.
Position in CASS — Cass Information Systems Inc
CIK 1533954
DENVER, CO
Position in CASS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,803
New position
Shares Held
230
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 169 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,780,444 across 10 Specialty Business Services names. CASS ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMPR |
CIMPRESS plc
|
9,474 | $963,505 | |
| 2 | CTAS |
Cintas Corp
|
4,379 | $744,780 | |
| 3 | RTO |
Rentokil Initial PLC /Fi
|
923 | $26,407 | |
| 4 | GPN |
Global Payments Inc
|
234 | $16,979 | |
| 5 | CASS |
Cass Information Systems Inc
This page
|
230 | $11,803 | |
| 6 | UNF |
Unifirst Corp
|
25 | $6,611 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
76 | $6,206 | |
| 8 | ARMK |
Aramark
|
72 | $4,096 |
All Filings in CASS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,803 | 230 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||