Position in CASY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$245,590
-$22,990 QoQ
Shares Held
309
-16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#845
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, 2026WEALTH ALLIANCE, LLC holds $820,598 across 3 Specialty Retail names. CASY ranks #3 (29.9% of the industry book) .
All Filings in CASY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,590 | 309 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $268,580 | 369 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $215,556 | 390 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $219,909 | 389 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||