Concord Wealth Partners

Position in CASY — Caseys General Stores Inc

CIK 1814214 ABINGDON, VA

Position in CASY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,947

+$2,420 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,002

of 1,075 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Concord Wealth Partners holds $162,406 across 4 Specialty Retail names. CASY ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIVE	Five Below, Inc	500	$89,895
2	WSM	Williams Sonoma Inc	258	$60,139
3	CASY	Caseys General Stores Inc This page	10	$7,947
4	TSCO	Tractor Supply Co /De/	140	$4,425

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,947	10	0.0%	Shares	Sole	2026-07-27
2025-12-31	$5,527	10	0.0%	Shares	Sole	2026-01-29
2025-09-30	$5,653	10	0.0%	Shares	Sole	2025-11-05
2025-06-30	$5,102	10	0.0%	Shares	Sole	2025-07-25
2025-03-31	$4,340	10	0.0%	Shares	Sole	2025-05-02
2024-12-31	$3,962	10	0.0%	Shares	Sole	2025-01-24
2024-09-30	$3,757	10	0.0%	Shares	Sole	2024-10-24
2024-06-30	$3,815	10	0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,184	10	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,747	10	0.0%	Shares	Sole	2024-04-30
2023-09-30	$2,715	10	0.0%	Shares	Sole	2024-04-30
2023-06-30	$2,438	10	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,164	10	0.0%	Shares	Sole	2023-04-26
2022-12-31	$2,243	10	0.0%	Shares	Sole	2023-01-30
2022-06-30	$1,849	10	0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,981	10	0.0%	Shares	Sole	2022-04-20
2021-12-31	$1,973	10	0.0%	Shares	Sole	2022-01-21
2021-09-30	$1,884	10	0.0%	Shares	Sole	2021-11-09
2021-06-30	$1,946	10	0.0%	Shares	Sole	2021-07-29
2021-03-31	$2,161	10	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,786	10	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.