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Disclosery

Olistico Wealth, LLC: CASY position timeline

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

Olistico Wealth, LLC held 1,481 CASY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,481 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $901,335.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,481 shares
    Change vs previous 13F -31 shares

    0.5% of the 13F portfolio, value $1,177,352.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,512 shares
    Change vs previous 13F -76 shares

    0.54% of the 13F portfolio, value $1,100,769.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,588 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $877,888.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,588 shares
    Change vs previous 13F -25 shares

    0.47% of the 13F portfolio, value $897,915.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,613 shares
    Change vs previous 13F -555 shares

    0.46% of the 13F portfolio, value $823,233.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,168 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $941,139.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,168 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $859,154.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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