LGT Financial Advisors LLC: CASY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LGT Financial Advisors LLC on CASY, newest first. How the timeline and the estimate are built.
LGT Financial Advisors LLC held 9 CASY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 9 sharesChange vs previous 13F -4 shares
0.04% of the 13F portfolio, value $7,430.
13F-HR 0001398344-26-012650 filed by LGT Financial Advisors 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 13 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $9,710.
13F-HR 0001398344-26-007386 filed by LGT Financial Advisors 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 13 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $7,367.
13F-HR 0001398344-26-002969 filed by LGT Financial Advisors 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 13 sharesChange vs previous 13F -4 shares
0.02% of the 13F portfolio, value $7,527.
13F-HR 0001398344-25-021019 filed by LGT Financial Advisors 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 17 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $8,826.
13F-HR 0001398344-25-014099 filed by LGT Financial Advisors 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 17 sharesChange vs previous 13F -165 shares
0.02% of the 13F portfolio, value $7,498.
13F-HR 0001398344-25-008971 filed by LGT Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 182 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $72,215.
13F-HR 0001398344-25-002937 filed by LGT Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 182 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $68,468.
13F-HR 0001398344-24-019711 filed by LGT Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).