Position in FIVE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$456,960
-$100,962 QoQ
Shares Held
2,000
-32.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Obermeyer Wealth Partners holds $215,388 across 1 Specialty Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
271 | $215,388 |
All Filings in FIVE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,960 | 2,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $557,922 | 2,962 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $458,221 | 2,962 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $398,262 | 3,036 | Shares | Sole | 2025-08-05 | |
| 2024-03-31 | $350,063 | 1,930 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $354,271 | 1,662 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $267,415 | 1,662 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $205,970 | 1,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $243,549 | 1,377 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||