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Disclosery

Causey Wealth LLC: DES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Causey Wealth LLC on DES, newest first. How the timeline and the estimate are built.

Causey Wealth LLC held 6,563 DES shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,563 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $266,993.

    13F-HR 0002132639-26-000011 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,562 shares
    Change vs previous 13F -6,669 shares

    0.1% of the 13F portfolio, value $235,846.

    13F-HR 0002132639-26-000004 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 13,231 shares
    Change vs previous 13F -1,924 shares

    0.2% of the 13F portfolio, value $442,570.

    13F-HR 0002132639-26-000002 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,155 shares
    Change vs previous 13F -2,566 shares

    0.25% of the 13F portfolio, value $510,432.

    13F-HR 0002132639-26-000008 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,721 shares
    Change vs previous 13F -2,873 shares

    0.29% of the 13F portfolio, value $562,830.

    13F-HR 0002132639-26-000007 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,594 shares
    Change vs previous 13F -16,280 shares

    0.37% of the 13F portfolio, value $658,176.

    13F-HR 0002132639-26-000006 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,874 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,266,614.

    13F-HR 0002132639-26-000005 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).