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Disclosery

Causey Wealth LLC: EFG position timeline

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

Causey Wealth LLC held 8,055 EFG 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 8,055 shares
    Change vs previous 13F -207 shares

    0.39% of the 13F portfolio, value $1,002,256.

    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 8,262 shares
    Change vs previous 13F -1,631 shares

    0.39% of the 13F portfolio, value $920,091.

    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 9,893 shares
    Change vs previous 13F -484 shares

    0.51% of the 13F portfolio, value $1,126,961.

    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 10,377 shares
    Change vs previous 13F -930 shares

    0.58% of the 13F portfolio, value $1,181,723.

    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 11,307 shares
    Change vs previous 13F -162 shares

    0.65% of the 13F portfolio, value $1,266,374.

    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 11,469 shares
    Change vs previous 13F -2,784 shares

    0.64% of the 13F portfolio, value $1,146,879.

    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 14,253 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,380,096.

    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).