Skip to content
Disclosery

Causey Wealth LLC: VCIT position timeline

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

Causey Wealth LLC held 227,336 VCIT 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 227,336 shares
    Change vs previous 13F +22,393 shares

    7.34% of the 13F portfolio, value $18,789,325.

    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 204,943 shares
    Change vs previous 13F +37,082 shares

    7.2% of the 13F portfolio, value $16,959,064.

    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 167,861 shares
    Change vs previous 13F +19,677 shares

    6.38% of the 13F portfolio, value $14,058,341.

    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 148,184 shares
    Change vs previous 13F +9,648 shares

    6.08% of the 13F portfolio, value $12,463,741.

    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 138,536 shares
    Change vs previous 13F +12,690 shares

    5.91% of the 13F portfolio, value $11,487,432.

    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 125,846 shares
    Change vs previous 13F +45,038 shares

    5.75% of the 13F portfolio, value $10,289,133.

    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 80,808 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $6,486,428.

    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).