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Disclosery

Copeland Capital Management, LLC: CASY position timeline

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

Copeland Capital Management, LLC held 29,471 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,471 shares
    Change vs previous 13F -29,501 shares

    0.48% of the 13F portfolio, value $23,423,742.

    13F-HR 0001580642-26-004833 filed by Copeland 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 58,972 shares
    Change vs previous 13F -15,485 shares

    0.95% of the 13F portfolio, value $42,924,002.

    13F-HR 0001580642-26-002984 filed by Copeland 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 74,457 shares
    Change vs previous 13F -11,747 shares

    0.92% of the 13F portfolio, value $41,153,622.

    13F-HR 0001580642-26-000539 filed by Copeland 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 86,204 shares
    Change vs previous 13F -23,755 shares

    1.02% of the 13F portfolio, value $48,734,141.

    13F-HR 0001580642-25-006630 filed by Copeland 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 109,959 shares
    Change vs previous 13F -128,107 shares

    1.15% of the 13F portfolio, value $56,109,002.

    13F-HR 0001580642-25-004379 filed by Copeland 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 238,066 shares
    Change vs previous 13F -5,642 shares

    2.07% of the 13F portfolio, value $103,330,633.

    13F-HR 0001580642-25-002522 filed by Copeland 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 243,708 shares
    Change vs previous 13F -5,696 shares

    1.8% of the 13F portfolio, value $96,564,631.

    13F-HR 0001580642-25-000412 filed by Copeland 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 249,404 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $93,703,579.

    13F-HR 0001580642-24-006240 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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