RITHOLTZ WEALTH MANAGEMENT: CASY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on CASY, newest first. How the timeline and the estimate are built.
RITHOLTZ WEALTH MANAGEMENT held 3,059 CASY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F/A 3,059 sharesChange vs previous 13F +789 shares
0.04% of the 13F portfolio, value $2,431,632.
13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,270 sharesChange vs previous 13F +252 shares
0.03% of the 13F portfolio, value $1,652,580.
13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,018 sharesChange vs previous 13F +80 shares
0.02% of the 13F portfolio, value $1,115,614.
13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,938 sharesChange vs previous 13F +115 shares
0.02% of the 13F portfolio, value $1,095,828.
13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,823 sharesChange vs previous 13F +222 shares
0.02% of the 13F portfolio, value $930,421.
13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,601 sharesChange vs previous 13F -2 shares
0.02% of the 13F portfolio, value $695,052.
13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,603 sharesChange vs previous 13F -33 shares
0.02% of the 13F portfolio, value $635,282.
13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,636 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $614,765.
13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).