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Disclosery

Causey Wealth LLC: VYM position timeline

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

Causey Wealth LLC held 105,102 VYM 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 105,102 shares
    Change vs previous 13F +2,526 shares

    6.49% of the 13F portfolio, value $16,609,307.

    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 102,576 shares
    Change vs previous 13F +1,623 shares

    6.45% of the 13F portfolio, value $15,191,457.

    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 100,953 shares
    Change vs previous 13F +2,657 shares

    6.58% of the 13F portfolio, value $14,488,824.

    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 98,296 shares
    Change vs previous 13F +39 shares

    6.76% of the 13F portfolio, value $13,854,864.

    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 98,257 shares
    Change vs previous 13F -356 shares

    6.73% of the 13F portfolio, value $13,098,652.

    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 98,613 shares
    Change vs previous 13F -3,073 shares

    7.11% of the 13F portfolio, value $12,717,076.

    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 101,686 shares
    Change vs previous 13F not available

    7.56% of the 13F portfolio, value $12,974,088.

    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).