Causey Wealth LLC: VOE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Causey Wealth LLC on VOE, newest first. How the timeline and the estimate are built.
Causey Wealth LLC held 23,206 VOE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 23,206 sharesChange vs previous 13F -1,089 shares
1.79% of the 13F portfolio, value $4,585,414.
13F-HR 0002132639-26-000011 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,295 sharesChange vs previous 13F -5,346 shares
1.9% of the 13F portfolio, value $4,477,103.
13F-HR 0002132639-26-000004 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 29,641 sharesChange vs previous 13F -1,301 shares
2.39% of the 13F portfolio, value $5,257,375.
13F-HR 0002132639-26-000002 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,942 sharesChange vs previous 13F -1,620 shares
2.64% of the 13F portfolio, value $5,401,938.
13F-HR 0002132639-26-000008 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,562 sharesChange vs previous 13F -794 shares
2.75% of the 13F portfolio, value $5,355,084.
13F-HR 0002132639-26-000007 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,356 sharesChange vs previous 13F -6,672 shares
2.99% of the 13F portfolio, value $5,354,980.
13F-HR 0002132639-26-000006 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,028 sharesChange vs previous 13F not available
3.77% of the 13F portfolio, value $6,475,347.
13F-HR 0002132639-26-000005 filed by Causey Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).