Position in CASY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,747,743
+$62,748 QoQ
Shares Held
2,199
-5.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#468
of 1,075 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $4,762,130 across 5 Specialty Retail names. CASY ranks #1 (36.7% 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 | $1,747,743 | 2,199 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,684,995 | 2,315 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,839,418 | 3,328 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $697,039 | 1,233 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||