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Disclosery

Causey Wealth LLC: DFEM position timeline

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

Causey Wealth LLC held 324,527 DFEM 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 324,527 shares
    Change vs previous 13F -2,750 shares

    5.15% of the 13F portfolio, value $13,188,786.

    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 327,277 shares
    Change vs previous 13F -3,537 shares

    4.8% of the 13F portfolio, value $11,307,421.

    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 330,814 shares
    Change vs previous 13F -7,529 shares

    4.97% of the 13F portfolio, value $10,943,311.

    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 338,343 shares
    Change vs previous 13F -9,037 shares

    5.3% of the 13F portfolio, value $10,850,661.

    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 347,380 shares
    Change vs previous 13F -19,659 shares

    5.3% of the 13F portfolio, value $10,310,249.

    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 367,039 shares
    Change vs previous 13F -79,442 shares

    5.43% of the 13F portfolio, value $9,711,845.

    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 446,481 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $11,693,346.

    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).