Ownership history in Wallace Advisory Group, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Wallace Advisory Group, LLC reported a position in CASEYS GEN STORES INC (CASY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 444 | -99 | -18.2% | 0.18% | $227K | $564.17 |
| 2025 Q2 | ADDED | 543 | +29 | +5.6% | 0.17% | $236K | $508.68 |
| 2025 Q1 | REDUCED | 514 | -88 | -14.6% | 0.14% | $204K | $432.22 |
| 2024 Q4 | REDUCED | 602 | -44 | -6.8% | 0.16% | $226K | $394.10 |
As of 2025 Q4 — sorted by position size