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Disclosery

WealthPLAN Partners, LLC: CASY position timeline

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

WealthPLAN Partners, LLC held 3,459 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 3,459 shares
    Change vs previous 13F -3,235 shares

    0.53% of the 13F portfolio, value $2,748,870.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 6,694 shares
    Change vs previous 13F -2,090 shares

    0.94% of the 13F portfolio, value $4,872,622.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 8,784 shares
    Change vs previous 13F -1,205 shares

    0.73% of the 13F portfolio, value $4,855,215.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 9,989 shares
    Change vs previous 13F -381 shares

    0.85% of the 13F portfolio, value $5,647,200.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 10,370 shares
    Change vs previous 13F -4,291 shares

    0.85% of the 13F portfolio, value $5,291,374.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 14,661 shares
    Change vs previous 13F -289 shares

    0.9% of the 13F portfolio, value $6,363,246.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 14,950 shares
    Change vs previous 13F -439 shares

    0.84% of the 13F portfolio, value $5,923,808.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 15,389 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,781,873.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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