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Disclosery

Causey Wealth LLC: VIGI position timeline

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

Causey Wealth LLC held 23,596 VIGI 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 23,596 shares
    Change vs previous 13F -19 shares

    0.86% of the 13F portfolio, value $2,203,357.

    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 23,615 shares
    Change vs previous 13F -1,911 shares

    0.89% of the 13F portfolio, value $2,088,947.

    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 25,526 shares
    Change vs previous 13F +624 shares

    1.06% of the 13F portfolio, value $2,334,394.

    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 24,902 shares
    Change vs previous 13F -351 shares

    1.09% of the 13F portfolio, value $2,230,499.

    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 25,253 shares
    Change vs previous 13F -1,118 shares

    1.17% of the 13F portfolio, value $2,275,783.

    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 26,371 shares
    Change vs previous 13F +671 shares

    1.22% of the 13F portfolio, value $2,187,246.

    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 25,700 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,055,726.

    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).