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Focus Partners Wealth: CASY position timeline

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

Focus Partners Wealth held 17,211 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,211 shares
    Change vs previous 13F -2,657 shares

    0.01% of the 13F portfolio, value $13,680,077.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,700 shares
    • Focus Partners Advisor Solutions, LLC: 5,511 shares

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

  2. period ended2026-03-31
    13F 19,868 shares
    Change vs previous 13F -1,611 shares

    0.01% of the 13F portfolio, value $14,526,068.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,236 shares
    • Focus Partners Advisor Solutions, LLC: 5,632 shares

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

  3. period ended2025-12-31
    13F 21,479 shares
    Change vs previous 13F +7,753 shares

    0.01% of the 13F portfolio, value $11,872,176.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,056 shares
    • Focus Partners Advisor Solutions, LLC: 4,423 shares

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

  4. period ended2025-09-30
    13F 13,726 shares
    Change vs previous 13F -5,409 shares

    0.01% of the 13F portfolio, value $7,682,118.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,037 shares
    • Focus Partners Advisor Solutions, LLC: 689 shares

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

  5. period ended2025-06-30
    13F 19,135 shares
    Change vs previous 13F -4,749 shares

    0.02% of the 13F portfolio, value $9,764,263.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,467 shares
    • Focus Partners Advisor Solutions, LLC: 5,668 shares

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

  6. period ended2025-03-31
    13F/A 23,884 shares
    Change vs previous 13F +1,598 shares

    0.02% of the 13F portfolio, value $10,366,985.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,675 shares
    • Focus Partners Advisor Solutions, LLC: 5,209 shares

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

  7. period ended2024-12-31
    13F/A 22,286 shares
    Change vs previous 13F +2,617 shares

    0.02% of the 13F portfolio, value $8,830,888.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,951 shares
    • Focus Partners Advisor Solutions, LLC: 3,335 shares

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

  8. period ended2024-09-30
    13F 19,669 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,390,482.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,784 shares
    • Focus Partners Advisor Solutions, LLC: 1,885 shares

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