Causey Wealth LLC quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Causey Wealth LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2132639): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Armstrong, Fleming & Moore, Inc | United States | $0.236B | 108 |
| Abbot Financial Management, Inc. | United States | $0.235B | 138 |
| IMPACTfolio, LLC | United States | $0.235B | 35 |
| PFG Private Wealth Management, LLC | United States | $0.236B | 75 |
| I.G.Y. Ltd | United Kingdom | $0.235B | 3 |
| ACT Advisors, LLC. | United States | $0.235B | 78 |
| CNA FINANCIAL CORP | United States | $0.235B | 15 |
| GABLES CAPITAL MANAGEMENT INC. | United States | $0.236B | 472 |
| Foundry Financial LLC | United States | $0.236B | 71 |
| RAELIPSKIE PARTNERSHIP | Canada | $0.236B | 119 |