Causey Wealth LLC
Q4 2025 13F Holdings
Location
Greenwood Village, CO
Holdings as of
12/31/2025
Value ($000)
$15,296
Num holdings
6
Date filed
5/12/2026
Form type
13F-HR/A - NEW HOLDINGS
Prev filing
5/19/2026
Next filing
5/12/2026
SEC
View on sec.gov
Compare Q4 2025 to
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type