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Disclosery

West Financial Advisors, LLC: CASY position timeline

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

West Financial Advisors, LLC held 2,136 CASY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,136 shares
    Change vs previous 13F -41 shares

    0.26% of the 13F portfolio, value $1,697,567.

    13F-HR 0001843684-26-000003 filed by West Financial Advisors, 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 2,177 shares
    Change vs previous 13F +1,463 shares

    0.27% of the 13F portfolio, value $1,584,552.

    13F-HR 0001843684-26-000002 filed by West Financial Advisors, 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 714 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $394,376.

    13F-HR 0001843684-26-000001 filed by West Financial Advisors, 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 713 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $403,146.

    13F-HR 0001843684-25-000007 filed by West Financial Advisors, 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 712 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $363,497.

    13F-HR 0001843684-25-000005 filed by West Financial Advisors, 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 704 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $305,632.

    13F-HR 0001843684-25-000003 filed by West Financial Advisors, 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 725 shares
    Change vs previous 13F +504 shares

    0.06% of the 13F portfolio, value $287,376.

    13F-HR 0001843684-25-000001 filed by West Financial Advisors, 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 221 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $83,193.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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