Position in CASS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,132
+$730 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 169 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Boreal Capital Management LLC holds $429,997 across 5 Specialty Business Services names. CASS ranks #3 (1.2% of the industry book) .
All Filings in CASS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,132 | 100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,402 | 100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,152 | 100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,933 | 100 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $4,345 | 100 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||