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Disclosery

Causey Wealth LLC: IJR position timeline

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

Causey Wealth LLC held 39,582 IJR 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 39,582 shares
    Change vs previous 13F +1,457 shares

    2.29% of the 13F portfolio, value $5,870,449.

    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 38,125 shares
    Change vs previous 13F -3,987 shares

    2.01% of the 13F portfolio, value $4,739,340.

    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 42,112 shares
    Change vs previous 13F -26 shares

    2.3% of the 13F portfolio, value $5,061,056.

    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 42,138 shares
    Change vs previous 13F +46 shares

    2.44% of the 13F portfolio, value $5,007,239.

    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 42,092 shares
    Change vs previous 13F +1,764 shares

    2.36% of the 13F portfolio, value $4,600,235.

    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 40,328 shares
    Change vs previous 13F -9,573 shares

    2.36% of the 13F portfolio, value $4,217,131.

    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 49,901 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $5,749,551.

    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).