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Williams Jones Wealth Management, LLC.: CASY position timeline

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

Williams Jones Wealth Management, LLC. held 12,513 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,513 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,945,207.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).