Causey Wealth LLC
Q3 2025 13F-HR Holdings
Location
Greenwood Village, CO
Holdings as of
9/30/2025
Value ($000)
$204,915,052
Num holdings
66
Date filed
5/19/2026
Form type
13F-HR
Prev filing
5/19/2026
Next filing
5/8/2026
SEC
View on sec.gov
Compare Q3 2025 to
2026 Q1
2025 Q4 - NEW HOLDINGS
2025 Q4
2025 Q2
2025 Q1
2024 Q4
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type