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Disclosery

Causey Wealth LLC: IEMG position timeline

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

Causey Wealth LLC held 101,683 IEMG 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 101,683 shares
    Change vs previous 13F -280 shares

    3.29% of the 13F portfolio, value $8,423,414.

    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 101,963 shares
    Change vs previous 13F -6,377 shares

    3.02% of the 13F portfolio, value $7,111,944.

    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 108,340 shares
    Change vs previous 13F +6,404 shares

    3.31% of the 13F portfolio, value $7,282,599.

    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 101,936 shares
    Change vs previous 13F -8,227 shares

    3.28% of the 13F portfolio, value $6,719,640.

    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 110,163 shares
    Change vs previous 13F -18,271 shares

    3.4% of the 13F portfolio, value $6,613,085.

    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 128,434 shares
    Change vs previous 13F -23,188 shares

    3.88% of the 13F portfolio, value $6,931,559.

    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 151,622 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $7,917,691.

    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).