Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CASY holding history

Caseys General Stores Inc in every 13F filed by Wealthspire Advisors, 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): 322
Value: $255.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CASY by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	322	$255.9K	<0.1%	−96−23.0%	Reduced	Holders
Q1 2026	418	$304.2K	<0.1%	−349−45.5%	Reduced	Holders
Q4 2025	767	$423.9K	<0.1%	+588+328.5%	Added	Holders
Q3 2025	179	$101.2K	<0.1%	+179	New	Holders