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Disclosery

Causey Wealth LLC: IJJ position timeline

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

Causey Wealth LLC held 57,928 IJJ 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 57,928 shares
    Change vs previous 13F -1,065 shares

    3.34% of the 13F portfolio, value $8,557,697.

    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 58,993 shares
    Change vs previous 13F -7,147 shares

    3.32% of the 13F portfolio, value $7,816,572.

    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 66,140 shares
    Change vs previous 13F +1,181 shares

    3.95% of the 13F portfolio, value $8,703,307.

    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 64,959 shares
    Change vs previous 13F -2,224 shares

    4.11% of the 13F portfolio, value $8,426,490.

    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 67,183 shares
    Change vs previous 13F -4,417 shares

    4.27% of the 13F portfolio, value $8,302,511.

    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 71,600 shares
    Change vs previous 13F -8,340 shares

    4.79% of the 13F portfolio, value $8,572,698.

    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 79,940 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $9,989,331.

    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).