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Disclosery

Causey Wealth LLC: IJK position timeline

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

Causey Wealth LLC held 56,781 IJK 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 56,781 shares
    Change vs previous 13F +4 shares

    2.61% of the 13F portfolio, value $6,671,752.

    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 56,777 shares
    Change vs previous 13F +2,344 shares

    2.43% of the 13F portfolio, value $5,712,866.

    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 54,433 shares
    Change vs previous 13F +3,361 shares

    2.39% of the 13F portfolio, value $5,273,448.

    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 51,072 shares
    Change vs previous 13F +1,981 shares

    2.39% of the 13F portfolio, value $4,897,253.

    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 49,091 shares
    Change vs previous 13F -2,724 shares

    2.3% of the 13F portfolio, value $4,466,333.

    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 51,815 shares
    Change vs previous 13F +5,249 shares

    2.41% of the 13F portfolio, value $4,315,121.

    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 46,566 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $4,234,269.

    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).