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Disclosery

Causey Wealth LLC: VNQ position timeline

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

Causey Wealth LLC held 11,682 VNQ 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 11,682 shares
    Change vs previous 13F -66 shares

    0.44% of the 13F portfolio, value $1,126,457.

    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 11,748 shares
    Change vs previous 13F +109 shares

    0.44% of the 13F portfolio, value $1,042,020.

    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 11,639 shares
    Change vs previous 13F -220 shares

    0.47% of the 13F portfolio, value $1,029,949.

    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 11,859 shares
    Change vs previous 13F +81 shares

    0.53% of the 13F portfolio, value $1,084,132.

    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 11,778 shares
    Change vs previous 13F -28 shares

    0.54% of the 13F portfolio, value $1,048,923.

    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 11,806 shares
    Change vs previous 13F +457 shares

    0.6% of the 13F portfolio, value $1,068,919.

    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 11,349 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,010,963.

    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).