Skip to content
Disclosery

Acumen Wealth Advisors, LLC: CASS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Acumen Wealth Advisors, LLC on CASS, newest first. How the timeline and the estimate are built.

Acumen Wealth Advisors, LLC held 105,619 CASS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,619 shares
    Change vs previous 13F -200 shares

    1.15% of the 13F portfolio, value $5,420,368.

    13F-HR 0001939202-26-000004 filed by Acumen Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 105,819 shares
    Change vs previous 13F -6,428 shares

    1.25% of the 13F portfolio, value $4,658,153.

    13F-HR 0001939202-26-000003 filed by Acumen Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 112,247 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,660,496.

    13F-HR 0001939202-26-000002 filed by Acumen Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).