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Disclosery

Causey Wealth LLC: ISCF position timeline

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

Causey Wealth LLC held 274,582 ISCF 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 274,582 shares
    Change vs previous 13F +722 shares

    4.65% of the 13F portfolio, value $11,886,641.

    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 273,860 shares
    Change vs previous 13F -5,027 shares

    4.86% of the 13F portfolio, value $11,444,620.

    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 278,887 shares
    Change vs previous 13F +6,288 shares

    5.25% of the 13F portfolio, value $11,568,250.

    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 272,599 shares
    Change vs previous 13F -20 shares

    5.47% of the 13F portfolio, value $11,210,649.

    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 272,619 shares
    Change vs previous 13F -11,213 shares

    5.43% of the 13F portfolio, value $10,569,442.

    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 283,832 shares
    Change vs previous 13F +220 shares

    5.35% of the 13F portfolio, value $9,559,589.

    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 283,612 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $9,154,997.

    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).