NORTHWEST WEALTH MANAGEMENT, LLC
Position in CASY — Caseys General Stores Inc
CIK 1695344
SPENCER, IA
Position in CASY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,209,207
+$386,487 QoQ
Shares Held
5,296
+0.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.22%
of 13F equity value
Holder Rank
#325
of 1,075 holders
Holding Since
Mar 2021
19 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $4,209,207 across 1 Specialty Retail name. CASY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
This page
|
5,296 | $4,209,207 |
All Filings in CASY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,209,207 | 5,296 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,822,720 | 5,252 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,886,804 | 5,223 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,113,217 | 5,507 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,858,022 | 5,601 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,427,151 | 5,592 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,234,652 | 3,116 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $611,655 | 1,628 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $506,711 | 1,328 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $372,586 | 1,170 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $329,962 | 1,201 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $328,810 | 1,211 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $293,631 | 1,204 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $264,947 | 1,224 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $281,783 | 1,256 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $255,175 | 1,260 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $232,334 | 1,256 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $230,075 | 1,161 | Shares | Sole | 2022-04-29 | |
| 2021-03-31 | $222,891 | 1,031 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||