BNC WEALTH MANAGEMENT, LLC: CASY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BNC WEALTH MANAGEMENT, LLC on CASY, newest first. How the timeline and the estimate are built.
BNC WEALTH MANAGEMENT, LLC held 494 CASY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 494 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $392,626.
13F-HR 0001821549-26-000003 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 494 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $359,563.
13F-HR 0001821549-26-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 494 sharesChange vs previous 13F -7 shares
0.07% of the 13F portfolio, value $273,039.
13F-HR 0001821549-26-000001 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 501 sharesChange vs previous 13F -1 shares
0.07% of the 13F portfolio, value $283,225.
13F-HR 0001821549-25-000004 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 502 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $256,156.
13F-HR 0001821549-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 502 sharesChange vs previous 13F +502 shares
0.08% of the 13F portfolio, value $217,888.
13F-HR 0001849518-25-000005 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.