Causey Wealth LLCETFConcentrated long-term

CIK: 0002132639 | GREENWOOD VILLAGE, CO

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	83	$255.8M	2026-08-11	SEC ↗
Q1 2026	13F-HR	81	$235.6M	2026-05-13	SEC ↗
Q4 2025Amended	13F-HR/A	66	$204.9M	2026-05-08	SEC ↗
Q3 2025	13F-HR	66	$204.9M	2026-05-19	SEC ↗
Q2 2025	13F-HR	64	$194.5M	2026-05-19	SEC ↗
Q1 2025	13F-HR	64	$178.8M	2026-05-19	SEC ↗
Q4 2024	13F-HR	68	$171.6M	2026-05-19	SEC ↗