Superior Planning, LLC’s Sempreon, Inc. Common Stock CASK Stock Holding History

Superior Planning, LLC’s Portfolio CASK Stock Details CASK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$278	Buy	+21	New	+$348	﹤0.01%	1994

Other funds holding CASK

Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Superior Planning, LLC's CASK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sempreon, Inc. Common Stock (CASK) in Q3 2026: 21 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #1994 among its holdings.

83 funds tracked by Wall St. Rank hold CASK as of Q3 2026.

Superior Planning, LLC held 21 shares of Sempreon, Inc. Common Stock worth $278 as of Q3 2026.
Sempreon, Inc. Common Stock was a new Superior Planning, LLC position in Q3 2026.
Sempreon, Inc. Common Stock made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1994 holding.
83 funds tracked by Wall St. Rank held Sempreon, Inc. Common Stock as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.