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Disclosery

EP Wealth Advisors, LLC: CASY position timeline

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

EP Wealth Advisors, LLC held 9,654 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,654 shares
    Change vs previous 13F -996 shares

    0.03% of the 13F portfolio, value $7,672,903.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 10,650 shares
    Change vs previous 13F +9,900 shares

    0.04% of the 13F portfolio, value $7,751,709.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $414,542.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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