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Marks Group Wealth Management, Inc: CASY position timeline

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

Marks Group Wealth Management, Inc held 6,619 CASY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,619 shares
    Change vs previous 13F -1,740 shares

    0.46% of the 13F portfolio, value $5,260,715.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 8,359 shares
    Change vs previous 13F -3,672 shares

    0.59% of the 13F portfolio, value $6,084,182.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 12,031 shares
    Change vs previous 13F -2,505 shares

    0.64% of the 13F portfolio, value $6,649,654.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 14,536 shares
    Change vs previous 13F -695 shares

    0.76% of the 13F portfolio, value $8,217,491.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 15,231 shares
    Change vs previous 13F -140 shares

    0.72% of the 13F portfolio, value $7,771,949.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 15,371 shares
    Change vs previous 13F +405 shares

    0.64% of the 13F portfolio, value $6,671,640.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    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 14,966 shares
    Change vs previous 13F +355 shares

    0.58% of the 13F portfolio, value $5,929,981.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    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 14,611 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,489,499.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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