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Disclosery

HB Wealth Management, LLC: CASY position timeline

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

HB Wealth Management, LLC held 1,049 CASY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,049 shares
    Change vs previous 13F +93 shares

    <0.01% of the 13F portfolio, value $833,741.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 956 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $695,834.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 875 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $483,621.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 839 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $474,303.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 781 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $398,521.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 918 shares
    Change vs previous 13F +285 shares

    <0.01% of the 13F portfolio, value $398,449.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,814.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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