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Disclosery

Causey Wealth LLC: DGS position timeline

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

Causey Wealth LLC held 67,257 DGS 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 67,257 shares
    Change vs previous 13F -660 shares

    1.7% of the 13F portfolio, value $4,352,175.

    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 67,917 shares
    Change vs previous 13F -11,604 shares

    1.73% of the 13F portfolio, value $4,081,839.

    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 79,521 shares
    Change vs previous 13F +2,118 shares

    2.07% of the 13F portfolio, value $4,551,759.

    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 77,403 shares
    Change vs previous 13F -992 shares

    2.16% of the 13F portfolio, value $4,419,694.

    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 78,395 shares
    Change vs previous 13F -20,363 shares

    2.23% of the 13F portfolio, value $4,330,566.

    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 98,758 shares
    Change vs previous 13F -12,693 shares

    2.67% of the 13F portfolio, value $4,771,003.

    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 111,451 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,452,186.

    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).