Skip to content
Disclosery

Causey Wealth LLC: VSS position timeline

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

Causey Wealth LLC held 29,643 VSS 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 29,643 shares
    Change vs previous 13F -659 shares

    1.79% of the 13F portfolio, value $4,573,631.

    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 30,302 shares
    Change vs previous 13F -2,753 shares

    1.88% of the 13F portfolio, value $4,417,701.

    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 33,055 shares
    Change vs previous 13F -1,348 shares

    2.15% of the 13F portfolio, value $4,737,804.

    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 34,403 shares
    Change vs previous 13F -1,163 shares

    2.39% of the 13F portfolio, value $4,904,178.

    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 35,566 shares
    Change vs previous 13F -1,575 shares

    2.46% of the 13F portfolio, value $4,779,723.

    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 37,141 shares
    Change vs previous 13F -9,195 shares

    2.4% of the 13F portfolio, value $4,293,536.

    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 46,336 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $5,304,564.

    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).