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Disclosery

Causey Wealth LLC: URTH position timeline

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

Causey Wealth LLC held 1,285 URTH 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 1,285 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $260,392.

    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 1,285 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $231,326.

    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).