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Disclosery

Moran Wealth Management, LLC: CASY position timeline

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

Moran Wealth Management, LLC held 26,979 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,979 shares
    Change vs previous 13F -1,648 shares

    0.58% of the 13F portfolio, value $21,442,639.

    13F-HR 0001965334-26-000004 filed by Moran 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 28,627 shares
    Change vs previous 13F +18,517 shares

    0.64% of the 13F portfolio, value $20,836,449.

    13F-HR 0002085853-26-000507 filed by Moran 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 10,110 shares
    Change vs previous 13F -105 shares

    0.17% of the 13F portfolio, value $5,587,898.

    13F-HR 0002085853-26-000091 filed by Moran 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 10,215 shares
    Change vs previous 13F -773 shares

    0.17% of the 13F portfolio, value $5,774,744.

    13F-HR 0002085853-25-000149 filed by Moran 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 10,988 shares
    Change vs previous 13F +22 shares

    0.17% of the 13F portfolio, value $5,606,847.

    13F-HR 0001667731-25-000988 filed by Moran 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 10,966 shares
    Change vs previous 13F +399 shares

    0.16% of the 13F portfolio, value $4,759,683.

    13F-HR 0001667731-25-000498 filed by Moran 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 10,567 shares
    Change vs previous 13F +389 shares

    0.13% of the 13F portfolio, value $4,186,962.

    13F-HR 0001667731-25-000219 filed by Moran 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 10,178 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,823,976.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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