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Disclosery

Advisors Capital Management, LLC: CASY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on CASY, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 40,014 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,014 shares
    Change vs previous 13F -3,620 shares

    0.34% of the 13F portfolio, value $31,803,160.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,634 shares
    Change vs previous 13F -5,995 shares

    0.37% of the 13F portfolio, value $31,760,133.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,629 shares
    Change vs previous 13F +1,274 shares

    0.32% of the 13F portfolio, value $27,430,613.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,355 shares
    Change vs previous 13F +2,026 shares

    0.34% of the 13F portfolio, value $27,336,163.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,329 shares
    Change vs previous 13F +344 shares

    0.32% of the 13F portfolio, value $23,640,540.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,985 shares
    Change vs previous 13F +488 shares

    0.31% of the 13F portfolio, value $19,959,478.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,497 shares
    Change vs previous 13F -385 shares

    0.28% of the 13F portfolio, value $18,027,307.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,882 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $17,238,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).