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Disclosery

Causey Wealth LLC: ESGE position timeline

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

Causey Wealth LLC held 6,462 ESGE 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 6,462 shares
    Change vs previous 13F +31 shares

    0.14% of the 13F portfolio, value $353,420.

    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 6,431 shares
    Change vs previous 13F -991 shares

    0.12% of the 13F portfolio, value $292,431.

    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 7,422 shares
    Change vs previous 13F -220 shares

    0.15% of the 13F portfolio, value $327,843.

    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 7,642 shares
    Change vs previous 13F -535 shares

    0.16% of the 13F portfolio, value $331,834.

    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 8,177 shares
    Change vs previous 13F -1,009 shares

    0.16% of the 13F portfolio, value $320,310.

    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 9,186 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $321,052.

    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 9,182 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $306,577.

    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).