Skip to content

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

  1. period ended2026-06-30
    13F 23,206 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,295 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 29,641 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,942 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,562 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,356 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,028 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).