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Disclosery

Causey Wealth LLC: JPST position timeline

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

Causey Wealth LLC held 326,485 JPST 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 326,485 shares
    Change vs previous 13F +27,369 shares

    6.45% of the 13F portfolio, value $16,510,363.

    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 299,116 shares
    Change vs previous 13F +85,561 shares

    6.43% of the 13F portfolio, value $15,138,252.

    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 213,555 shares
    Change vs previous 13F +2,651 shares

    4.91% of the 13F portfolio, value $10,803,722.

    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 210,904 shares
    Change vs previous 13F +742 shares

    5.22% of the 13F portfolio, value $10,699,175.

    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 210,162 shares
    Change vs previous 13F +114,956 shares

    5.48% of the 13F portfolio, value $10,651,001.

    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 95,206 shares
    Change vs previous 13F +24,238 shares

    2.7% of the 13F portfolio, value $4,820,256.

    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 70,968 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $3,574,673.

    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).