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Disclosery

Laidlaw Wealth Management LLC: CASY position timeline

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

Laidlaw Wealth Management LLC held 0 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -851 shares

    13F-HR 0001800608-26-000003 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 851 shares
    Change vs previous 13F -193 shares

    2.15% of the 13F portfolio, value $619,409.

    13F-HR 0001800608-26-000002 filed by Laidlaw 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 1,044 shares
    Change vs previous 13F 0 shares

    1.79% of the 13F portfolio, value $577,029.

    13F-HR 0001800608-26-000001 filed by Laidlaw 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 1,044 shares
    Change vs previous 13F -12 shares

    1.41% of the 13F portfolio, value $590,194.

    13F-HR 0001800608-25-000006 filed by Laidlaw 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 1,056 shares
    Change vs previous 13F -58 shares

    1.55% of the 13F portfolio, value $538,845.

    13F-HR 0001800608-25-000003 filed by Laidlaw 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 1,114 shares
    Change vs previous 13F +51 shares

    1.44% of the 13F portfolio, value $483,521.

    13F-HR 0001800608-25-000002 filed by Laidlaw 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 1,063 shares
    Change vs previous 13F +32 shares

    0.18% of the 13F portfolio, value $421,192.

    13F-HR 0001800608-25-000001 filed by Laidlaw Wealth 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 1,031 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $387,357.

    13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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