Skip to content
Disclosery

Causey Wealth LLC: MGV position timeline

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

Causey Wealth LLC held 10,895 MGV 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 10,895 shares
    Change vs previous 13F -411 shares

    0.7% of the 13F portfolio, value $1,780,768.

    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 11,306 shares
    Change vs previous 13F +612 shares

    0.7% of the 13F portfolio, value $1,638,777.

    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 10,694 shares
    Change vs previous 13F -756 shares

    0.69% of the 13F portfolio, value $1,509,562.

    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 11,450 shares
    Change vs previous 13F +75 shares

    0.77% of the 13F portfolio, value $1,577,092.

    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 11,375 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,492,367.

    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 11,375 shares
    Change vs previous 13F +39 shares

    0.82% of the 13F portfolio, value $1,465,523.

    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 11,336 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,415,927.

    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).