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Disclosery

Causey Wealth LLC: VOT position timeline

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

Causey Wealth LLC held 7,638 VOT 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 7,638 shares
    Change vs previous 13F +5 shares

    0.91% of the 13F portfolio, value $2,339,670.

    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 7,633 shares
    Change vs previous 13F -427 shares

    0.83% of the 13F portfolio, value $1,964,433.

    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 8,060 shares
    Change vs previous 13F -253 shares

    1.02% of the 13F portfolio, value $2,249,744.

    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 8,313 shares
    Change vs previous 13F -127 shares

    1.19% of the 13F portfolio, value $2,442,232.

    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 8,440 shares
    Change vs previous 13F -181 shares

    1.23% of the 13F portfolio, value $2,400,358.

    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 8,621 shares
    Change vs previous 13F -114 shares

    1.18% of the 13F portfolio, value $2,109,015.

    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 8,735 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,216,505.

    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).