Position in CASS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,991,610
+$2,036,634 QoQ
Shares Held
116,750
+29.9% QoQ
Ownership
0.912%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#15
of 170 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in CASS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026CSM Advisors, LLC holds $16,354,334 across 3 Specialty Business Services names. CASS ranks #1 (36.6% of the industry book) .
All Filings in CASS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,991,610 | 116,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,954,976 | 89,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,750,916 | 90,340 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,547,369 | 90,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,046,933 | 93,140 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||