Legacy Financial Strategies, LLC: CASY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on CASY, newest first. How the timeline and the estimate are built.
Legacy Financial Strategies, LLC held 469 CASY shares at 2026-09-30 per its 13F-HR filed 2026-10-15.
the latest 13F is the newest step
- period ended2026-09-3013F 469 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $285,368.
13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 469 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $372,757.
13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 469 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $341,366.
13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 469 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $259,221.
13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 469 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $265,135.
13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 469 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $239,317.
13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 469 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $203,565.
13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).