ELEVATION WEALTH PARTNERS, LLC
Position in CASY — Caseys General Stores Inc
CIK 1976256
WALNUT CREEK, CA
Position in CASY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$23,048
+$11,403 QoQ
Shares Held
29
+81.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#966
of 1,075 holders
Holding Since
Jun 2024
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $263,418 across 9 Specialty Retail names. CASY ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
644 | $48,866 | |
| 2 | WSM |
Williams Sonoma Inc
|
207 | $48,251 | |
| 3 | BBWI |
Bath & Body Works, Inc.
|
1,775 | $41,055 | |
| 4 | FIVE |
Five Below, Inc
|
192 | $34,519 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
785 | $24,813 | |
| 6 | CASY |
Caseys General Stores Inc
This page
|
29 | $23,048 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
45 | $20,294 | |
| 8 | MUSA |
Murphy USA Inc.
|
28 | $15,088 |
All Filings in CASY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,048 | 29 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,645 | 16 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,185 | 13 | Shares | Sole | 2026-01-09 | |
| 2024-06-30 | $4,960 | 13 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||