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Disclosery

Causey Wealth LLC: VB position timeline

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

Causey Wealth LLC held 12,851 VB 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 12,851 shares
    Change vs previous 13F -131 shares

    1.52% of the 13F portfolio, value $3,895,277.

    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 12,982 shares
    Change vs previous 13F -4,247 shares

    1.44% of the 13F portfolio, value $3,400,229.

    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 17,229 shares
    Change vs previous 13F -637 shares

    2.02% of the 13F portfolio, value $4,444,149.

    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 17,866 shares
    Change vs previous 13F -2,230 shares

    2.22% of the 13F portfolio, value $4,542,928.

    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 20,096 shares
    Change vs previous 13F -3,902 shares

    2.45% of the 13F portfolio, value $4,762,455.

    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 23,998 shares
    Change vs previous 13F -4,621 shares

    2.98% of the 13F portfolio, value $5,321,461.

    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 28,619 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $6,876,620.

    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).