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Disclosery

Dakota Wealth Management: CASY position timeline

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

Dakota Wealth Management held 18,181 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,181 shares
    Change vs previous 13F -5,586 shares

    0.28% of the 13F portfolio, value $14,450,087.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 23,767 shares
    Change vs previous 13F +262 shares

    0.37% of the 13F portfolio, value $17,298,895.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 23,505 shares
    Change vs previous 13F -2,342 shares

    0.23% of the 13F portfolio, value $12,991,259.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 25,847 shares
    Change vs previous 13F -820 shares

    0.29% of the 13F portfolio, value $14,611,884.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 26,667 shares
    Change vs previous 13F +25,575 shares

    0.29% of the 13F portfolio, value $13,607,512.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 1,092 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $473,972.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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