SEC 13F Intelligence

Adirondack Retirement Specialists, Inc. / CASH

Adirondack Retirement Specialists, Inc.’s Pathward Financial Inc Position

Does Adirondack Retirement Specialists, Inc. own Pathward Financial Inc (CASH)? Yes — 339.7K shares worth $16M (+12.17% of its 13F portfolio) as of Q3 2023, up from 328.8K shares the prior filed quarter.

Position Value
$16M
Q3 2023
Shares
339.7K
% of Portfolio
+12.17%
Quarters Held
3
currently held

Position History CASH

Reported value by quarter
Q1 ’23: $12MQ1 ’23Q2 ’23: $15MQ2 ’23Q3 ’23: $16MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023339.7K$16M+12.17%
Q2 2023328.8K$15M+11.96%
Q1 2023283.7K$12M+9.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Adirondack Retirement Specialists, Inc.’s full portfolio or all institutional holders of CASH.