Causey Wealth LLC: TSLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Causey Wealth LLC on TSLA, newest first. How the timeline and the estimate are built.
Causey Wealth LLC held 998 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 998 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $419,759.
13F-HR 0002132639-26-000011 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 998 sharesChange vs previous 13F +6 shares
0.16% of the 13F portfolio, value $371,007.
13F-HR 0002132639-26-000004 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 992 sharesChange vs previous 13F +367 shares
0.2% of the 13F portfolio, value $446,122.
13F-HR 0002132639-26-000002 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 625 sharesChange vs previous 13F +625 shares
0.14% of the 13F portfolio, value $277,950.
13F-HR 0002132639-26-000008 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -611 shares
13F-HR 0002132639-26-000006 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 611 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $246,746.
13F-HR 0002132639-26-000005 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).