SEC 13F Intelligence

Williamson Legacy Group, LLC / CASY

Williamson Legacy Group, LLC’s Caseys Gen Stores Inc Position

Does Williamson Legacy Group, LLC own Caseys Gen Stores Inc (CASY)? Yes2.5K shares worth $2M (+1.34% of its 13F portfolio) as of Q1 2026, up from 2.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.5K
% of Portfolio
+1.34%
Quarters Held
6
currently held

Position History CASY

Reported value by quarter
Q4 ’24: $317,776Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.5K$2M+1.34%
Q4 20252.4K$1M+1.03%
Q3 20252.4K$1M+1.06%
Q2 20252.5K$1M+1.08%
Q1 20252.4K$1M+0.98%
Q4 2024802$317,776+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Williamson Legacy Group, LLC’s full portfolio or all institutional holders of CASY.