OneDigital Investment Advisors LLC
Position in CASY — Caseys General Stores Inc
CIK 1690370
OVERLAND PARK, KS
Position in CASY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$510,957
-$364,535 QoQ
Shares Held
702
-55.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026OneDigital Investment Advisors LLC holds $3,311,938 across 5 Specialty Retail names. CASY ranks #3 (15.4% of the industry book) .
All Filings in CASY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,957 | 702 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $875,492 | 1,584 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $897,728 | 1,588 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $839,394 | 1,645 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,905,869 | 4,391 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,399,088 | 3,531 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,504,342 | 4,004 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $721,529 | 1,891 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $489,457 | 1,537 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $406,340 | 1,479 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $431,445 | 1,589 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $377,526 | 1,548 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $334,214 | 1,544 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $346,396 | 1,544 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $312,690 | 1,544 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $285,239 | 1,542 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $304,587 | 1,537 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $297,209 | 1,506 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $283,805 | 1,506 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $366,701 | 1,884 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $320,825 | 1,484 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $243,280 | 1,362 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $241,781 | 1,361 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $203,496 | 1,361 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||