WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

CASY holding history

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

CASY overview All 13F holders of CASY Full Q2 2026 holdings

Shares (Q2 2026): 3,459
Value: $2.75M
% of portfolio: 0.5%
Quarters held: 20; Since Q1 2021

Holdings of CASY by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,459	$2.75M	0.5%	−3,235−48.3%	Reduced	Holders
Q1 2026	6,694	$4.87M	0.9%	−2,090−23.8%	Reduced	Holders
Q4 2025	8,784	$4.86M	0.7%	−1,205−12.1%	Reduced	Holders
Q3 2025	9,989	$5.65M	0.8%	−381−3.7%	Reduced	Holders
Q2 2025	10,370	$5.29M	0.9%	−4,291−29.3%	Reduced	Holders
Q1 2025	14,661	$6.36M	0.9%	−289−1.9%	Reduced	Holders
Q4 2024	14,950	$5.92M	0.8%	−439−2.9%	Reduced	Holders
Q3 2024	15,389	$5.78M	0.8%	−7,420−32.5%	Reduced	Holders
Q2 2024	22,809	$8.70M	0.9%	−2,780−10.9%	Reduced	Holders
Q1 2024	25,589	$8.15M	0.8%	−6,147−19.4%	Reduced	Holders
Q4 2023	31,736	$8.72M	0.9%	+1,745+5.8%	Added	Holders
Q3 2023	29,991	$8.14M	0.9%	+14,936+99.2%	Added	Holders
Q2 2023	15,055	$3.67M	0.5%	−18,106−54.6%	Reduced	Holders
Q1 2023	33,161	$7.18M	0.8%	−37,769−53.2%	Reduced	Holders
Q4 2022	70,930	$15.6M	1.1%	–	No prior filing	Holders
Q2 2022	–	–	–	–	Not filed	Holders
Q1 2022	62,312	$12.5M	0.9%	+7,424+13.5%	Added	Holders
Q4 2021	54,888	$10.3M	0.7%	+3,235+6.3%	Added	Holders
Q3 2021	51,653	$10.4M	0.7%	+2,395+4.9%	Added	Holders
Q2 2021	49,258	$9.72M	0.7%	+6,455+15.1%	Added	Holders
Q1 2021	42,803	$9.48M	0.7%	–	–	Holders

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