Position in CASY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$255,922
-$48,323 QoQ
Shares Held
322
-23.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#836
of 1,075 holders
Holding Since
Sep 2025
4 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, 2026Wealthspire Advisors, LLC holds $8,727,898 across 8 Specialty Retail names. CASY ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
8,992 | $4,055,212 | |
| 2 | RH |
Rh
|
10,085 | $1,661,302 | |
| 3 | BOBS |
Bob's Discount Furniture, Inc.
|
80,448 | $1,272,687 | |
| 4 | WSM |
Williams Sonoma Inc
|
2,502 | $583,216 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
2,494 | $565,664 | |
| 6 | BBY |
Best Buy Co Inc
|
3,525 | $267,477 | |
| 7 | CASY |
Caseys General Stores Inc
This page
|
322 | $255,922 | |
| 8 | SPWH |
Sportsman's Warehouse Holdings, Inc.
|
49,939 | $66,418 |
All Filings in CASY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,922 | 322 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $304,245 | 418 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $423,928 | 767 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,192 | 179 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||