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Disclosery

Causey Wealth LLC: EFV position timeline

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

Causey Wealth LLC held 80,959 EFV 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 80,959 shares
    Change vs previous 13F -4,280 shares

    2.42% of the 13F portfolio, value $6,197,394.

    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 85,239 shares
    Change vs previous 13F -2,327 shares

    2.69% of the 13F portfolio, value $6,337,517.

    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 87,566 shares
    Change vs previous 13F -3,275 shares

    2.84% of the 13F portfolio, value $6,253,064.

    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 90,841 shares
    Change vs previous 13F -3,136 shares

    3.01% of the 13F portfolio, value $6,161,747.

    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 93,977 shares
    Change vs previous 13F -4,956 shares

    3.07% of the 13F portfolio, value $5,965,681.

    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 98,933 shares
    Change vs previous 13F -13,611 shares

    3.26% of the 13F portfolio, value $5,831,089.

    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 112,544 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $5,905,164.

    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).