Position in CASY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$229,694
New position
Shares Held
289
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#863
of 1,075 holders
Holding Since
Jun 2026
1 quarter on record
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $3,046,245 across 5 Specialty Retail names. CASY ranks #4 (7.5% of the industry book) .
All Filings in CASY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,694 | 289 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||