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Disclosery

Causey Wealth LLC: IDEV position timeline

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

Causey Wealth LLC held 110,998 IDEV 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 110,998 shares
    Change vs previous 13F +1,891 shares

    3.86% of the 13F portfolio, value $9,879,922.

    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 109,107 shares
    Change vs previous 13F -823 shares

    3.87% of the 13F portfolio, value $9,118,081.

    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 109,930 shares
    Change vs previous 13F +10,089 shares

    4.12% of the 13F portfolio, value $9,067,035.

    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 99,841 shares
    Change vs previous 13F -2,361 shares

    3.91% of the 13F portfolio, value $8,004,257.

    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 102,202 shares
    Change vs previous 13F +31 shares

    3.99% of the 13F portfolio, value $7,771,410.

    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 102,171 shares
    Change vs previous 13F +467 shares

    3.94% of the 13F portfolio, value $7,038,586.

    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 101,704 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $6,556,853.

    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).