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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

CASY holding history

Caseys General Stores Inc in every 13F filed by Encompass Wealth 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2024
Holdings of CASY by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,150−100.0%Sold outHolders
Q3 20242,150$807.8K0.2%00.0%UnchangedHolders
Q2 20242,150$820.4K0.2%+450+26.5%AddedHolders
Q1 20241,700$541.5K0.1%+1,700NewHolders