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Disclosery

Causey Wealth LLC: IJS position timeline

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

Causey Wealth LLC held 28,136 IJS 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 28,136 shares
    Change vs previous 13F -163 shares

    1.5% of the 13F portfolio, value $3,845,608.

    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 28,299 shares
    Change vs previous 13F -3,463 shares

    1.42% of the 13F portfolio, value $3,352,045.

    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 31,762 shares
    Change vs previous 13F -442 shares

    1.64% of the 13F portfolio, value $3,611,946.

    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 32,204 shares
    Change vs previous 13F -1,207 shares

    1.74% of the 13F portfolio, value $3,561,448.

    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 33,411 shares
    Change vs previous 13F -9,196 shares

    1.71% of the 13F portfolio, value $3,324,086.

    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 42,607 shares
    Change vs previous 13F -8,444 shares

    2.32% of the 13F portfolio, value $4,153,301.

    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 51,051 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $5,544,623.

    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).