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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

CASY holding history

Caseys General Stores Inc in every 13F filed by West Financial Advisors, 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)
2,136
Value
$1.70M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CASY by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,136$1.70M0.3%−41−1.9%ReducedHolders
Q1 20262,177$1.58M0.3%+1,463+204.9%AddedHolders
Q4 2025714$394.4K0.1%+1+0.1%AddedHolders
Q3 2025713$403.1K0.1%+1+0.1%AddedHolders
Q2 2025712$363.5K0.1%+8+1.1%AddedHolders
Q1 2025704$305.6K0.1%−21−2.9%ReducedHolders
Q4 2024725$287.4K0.1%+504+228.1%AddedHolders
Q3 2024221$83.2K<0.1%+16+7.8%AddedHolders
Q2 2024205$78.4K<0.1%+7+3.5%AddedHolders
Q1 2024198$63.1K<0.1%+13+7.0%AddedHolders
Q4 2023185$50.9K<0.1%00.0%UnchangedHolders
Q3 2023185$50.2K<0.1%+41+28.5%AddedHolders
Q2 2023144$35.1K<0.1%+13+9.9%AddedHolders
Q1 2023131$28.4K<0.1%00.0%UnchangedHolders
Q4 2022131$29.4K<0.1%00.0%UnchangedHolders
Q3 2022131$27.0K<0.1%+18+15.9%AddedHolders
Q2 2022113$21.0K<0.1%+13+13.0%AddedHolders
Q1 2022100$20.0K<0.1%+16+19.0%AddedHolders
Q4 202184$17.0K<0.1%+9+12.0%AddedHolders
Q3 202175$14.0K<0.1%−25−25.0%ReducedHolders
Q2 2021100$20.0K<0.1%+15+17.6%AddedHolders
Q1 202185$18.0K<0.1%––Holders

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