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Disclosery

ADVISORY RESEARCH INC: CASS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on CASS, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 0 CASS shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -38,439 shares

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 38,439 shares
    Change vs previous 13F -2,950 shares

    0.26% of the 13F portfolio, value $1,670,175.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 41,389 shares
    Change vs previous 13F -721 shares

    0.32% of the 13F portfolio, value $1,790,075.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 42,110 shares
    Change vs previous 13F -16,615 shares

    0.29% of the 13F portfolio, value $1,722,720.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 58,725 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,435,913.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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