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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

CASY holding history

Caseys General Stores Inc in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASY overviewAll 13F holders of CASYFull Q2 2026 holdings

Shares (Q2 2026)
589
Value
$468.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CASY by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026589$468.1K<0.1%−159−21.3%ReducedHolders
Q1 2026748$544.4K<0.1%−24−3.1%ReducedHolders
Q4 2025772$426.7K<0.1%−14−1.8%ReducedHolders
Q3 2025786$444.3K<0.1%−13−1.6%ReducedHolders
Q2 2025799$407.7K<0.1%+765+2,250.0%AddedHolders
Q1 202534$14.8K<0.1%−23−40.4%ReducedHolders
Q4 202457$22.6K<0.1%−15−20.8%ReducedHolders
Q3 202472$27.1K<0.1%−2,163−96.8%ReducedHolders
Q2 20242,235$852.8K<0.1%−343−13.3%ReducedHolders
Q1 20242,578$821.0K<0.1%+38+1.5%AddedHolders
Q4 20232,540$697.8K<0.1%−209−7.6%ReducedHolders
Q3 20232,749$746.4K<0.1%−1,659−37.6%ReducedHolders
Q2 20234,408$1.08M<0.1%+436+11.0%AddedHolders
Q1 20233,972$859.8K<0.1%−242−5.7%ReducedHolders
Q4 20224,214$945.4K<0.1%−1,085−20.5%ReducedHolders
Q3 20225,299$1.07M0.1%+1,261+31.2%AddedHolders
Q2 20224,038$746.9K<0.1%+1,983+96.5%AddedHolders
Q1 20222,055$407.2K<0.1%+2,053+102,650.0%AddedHolders
Q4 20212$395<0.1%00.0%UnchangedHolders
Q3 20212$377<0.1%00.0%UnchangedHolders
Q2 20212$389<0.1%−16−88.9%ReducedHolders
Q1 202118$3.89K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.