Dakota Wealth Management
Position in CASY — Caseys General Stores Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in CASY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,450,076
-$2,848,972 QoQ
Shares Held
18,181
-23.5% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#157
of 1,075 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Dakota Wealth Management holds $16,399,508 across 4 Specialty Retail names. CASY ranks #1 (88.1% of the industry book) .
All Filings in CASY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,450,076 | 18,181 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $17,299,048 | 23,767 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $12,991,448 | 23,505 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $14,611,826 | 25,847 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,607,370 | 26,667 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $473,971 | 1,092 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||