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Disclosery

Williamson Legacy Group, LLC: CASY position timeline

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

Williamson Legacy Group, LLC held 2,879 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 2,879 shares
    Change vs previous 13F +426 shares

    1.14% of the 13F portfolio, value $2,288,232.

    13F-HR 0001765380-26-000380 filed by Williamson Legacy Group, 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 2,453 shares
    Change vs previous 13F +60 shares

    1.34% of the 13F portfolio, value $1,785,461.

    13F-HR 0001765380-26-000210 filed by Williamson Legacy Group, 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 2,393 shares
    Change vs previous 13F -38 shares

    1.03% of the 13F portfolio, value $1,322,647.

    13F-HR 0001765380-26-000083 filed by Williamson Legacy Group, 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 2,431 shares
    Change vs previous 13F -74 shares

    1.06% of the 13F portfolio, value $1,374,302.

    13F-HR 0001765380-25-000498 filed by Williamson Legacy Group, 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 2,505 shares
    Change vs previous 13F +118 shares

    1.08% of the 13F portfolio, value $1,278,231.

    13F-HR 0001765380-25-000368 filed by Williamson Legacy Group, 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 2,387 shares
    Change vs previous 13F +1,585 shares

    0.98% of the 13F portfolio, value $1,036,055.

    13F-HR 0001765380-25-000191 filed by Williamson Legacy Group, 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 802 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $317,776.

    13F-HR 0001765380-25-000046 filed by Williamson Legacy Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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