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Disclosery

Causey Wealth LLC: DFIV position timeline

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

Causey Wealth LLC held 137,253 DFIV 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 137,253 shares
    Change vs previous 13F +1,857 shares

    2.9% of the 13F portfolio, value $7,414,428.

    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 135,396 shares
    Change vs previous 13F +9,944 shares

    3.03% of the 13F portfolio, value $7,146,206.

    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 125,452 shares
    Change vs previous 13F +6,061 shares

    2.84% of the 13F portfolio, value $6,260,070.

    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 119,391 shares
    Change vs previous 13F +4,254 shares

    2.69% of the 13F portfolio, value $5,506,319.

    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 115,137 shares
    Change vs previous 13F +6,883 shares

    2.53% of the 13F portfolio, value $4,931,334.

    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 108,254 shares
    Change vs previous 13F -2,176 shares

    2.38% of the 13F portfolio, value $4,260,891.

    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 110,430 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $3,918,056.

    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).