Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CASY position timeline

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

Steward Partners Investment Advisory, LLC held 9,164 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,164 shares
    Change vs previous 13F -872 shares

    0.04% of the 13F portfolio, value $7,283,223.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 10,036 shares
    Change vs previous 13F +2,926 shares

    0.04% of the 13F portfolio, value $7,304,949.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 7,110 shares
    Change vs previous 13F +1,343 shares

    0.02% of the 13F portfolio, value $3,930,078.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 5,767 shares
    Change vs previous 13F -963 shares

    0.02% of the 13F portfolio, value $3,260,116.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 6,730 shares
    Change vs previous 13F -6,456 shares

    0.03% of the 13F portfolio, value $3,433,876.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 13,186 shares
    Change vs previous 13F -191 shares

    0.05% of the 13F portfolio, value $5,723,397.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 13,377 shares
    Change vs previous 13F +1,329 shares

    0.05% of the 13F portfolio, value $5,300,278.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 12,048 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,526,686.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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