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Disclosery

Causey Wealth LLC: VGSH position timeline

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

Causey Wealth LLC held 192,109 VGSH 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 192,109 shares
    Change vs previous 13F +2,208 shares

    4.37% of the 13F portfolio, value $11,180,722.

    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 189,901 shares
    Change vs previous 13F +52,745 shares

    4.72% of the 13F portfolio, value $11,116,832.

    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 137,156 shares
    Change vs previous 13F +14,886 shares

    3.66% of the 13F portfolio, value $8,055,158.

    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 122,270 shares
    Change vs previous 13F +8,510 shares

    3.51% of the 13F portfolio, value $7,195,596.

    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 113,760 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $6,686,788.

    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).