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Disclosery

Causey Wealth LLC: EDV position timeline

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

Causey Wealth LLC held 92,337 EDV 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 92,337 shares
    Change vs previous 13F -42,838 shares

    2.35% of the 13F portfolio, value $6,009,281.

    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 135,175 shares
    Change vs previous 13F +17,541 shares

    3.73% of the 13F portfolio, value $8,779,608.

    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 117,634 shares
    Change vs previous 13F +7,578 shares

    3.47% of the 13F portfolio, value $7,647,394.

    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 110,056 shares
    Change vs previous 13F -5,586 shares

    3.68% of the 13F portfolio, value $7,533,346.

    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 115,642 shares
    Change vs previous 13F -23,019 shares

    4% of the 13F portfolio, value $7,782,733.

    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 138,661 shares
    Change vs previous 13F +54,632 shares

    5.51% of the 13F portfolio, value $9,860,192.

    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 84,029 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $5,690,451.

    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).