Skip to content
Disclosery

WealthPlan Investment Management, LLC: CASY position timeline

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

WealthPlan Investment Management, LLC held 17,990 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 17,990 shares
    Change vs previous 13F -3,252 shares

    0.71% of the 13F portfolio, value $14,297,941.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 21,242 shares
    Change vs previous 13F -5,509 shares

    0.86% of the 13F portfolio, value $15,461,236.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 26,751 shares
    Change vs previous 13F -10,319 shares

    0.94% of the 13F portfolio, value $14,785,780.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 37,070 shares
    Change vs previous 13F -1,887 shares

    1.39% of the 13F portfolio, value $20,956,352.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 38,957 shares
    Change vs previous 13F +654 shares

    1.45% of the 13F portfolio, value $19,878,781.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment 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 38,303 shares
    Change vs previous 13F +636 shares

    1.64% of the 13F portfolio, value $16,624,823.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment 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 37,667 shares
    Change vs previous 13F -3,456 shares

    1.47% of the 13F portfolio, value $14,924,957.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment 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 41,123 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $15,450,217.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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