Modera Wealth Management, LLC

Position in CASY — Caseys General Stores Inc

CIK 1542143 WESTWOOD, NJ

Position in CASY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$269,433

+$22,689 QoQ

Shares Held

339

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#825

of 1,083 holders

Holding Since

Dec 2021

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Modera Wealth Management, LLC holds $41,107,956 across 3 Specialty Retail names. CASY ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc	166,703	$38,858,469
2	RH	Rh	12,020	$1,980,054
3	CASY	Caseys General Stores Inc This page	339	$269,433

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,433	339	0.0%	Shares	Sole	2026-08-03
2026-03-31	$246,744	339	-73.3%	Shares	Sole	2026-05-06
2021-12-31	$250,634	1,270	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.