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Disclosery

Semus Wealth Partners LLC: BALI position timeline

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

Semus Wealth Partners LLC held 92,395 BALI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,395 shares
    Change vs previous 13F +6,201 shares

    1.51% of the 13F portfolio, value $3,125,715.

    13F-HR 0001172661-26-003186 filed by Semus Wealth Partners 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 86,194 shares
    Change vs previous 13F +2,289 shares

    1.48% of the 13F portfolio, value $2,655,647.

    13F-HR 0001172661-26-001533 filed by Semus Wealth Partners 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 83,905 shares
    Change vs previous 13F +5,504 shares

    1.43% of the 13F portfolio, value $2,658,122.

    13F-HR 0001172661-26-000325 filed by Semus Wealth Partners 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 78,401 shares
    Change vs previous 13F +15,967 shares

    1.41% of the 13F portfolio, value $2,488,457.

    13F-HR 0001172661-25-004356 filed by Semus Wealth Partners 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 62,434 shares
    Change vs previous 13F +2,508 shares

    1.22% of the 13F portfolio, value $1,879,885.

    13F-HR 0001172661-25-003021 filed by Semus Wealth Partners 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 59,926 shares
    Change vs previous 13F +12,357 shares

    1.2% of the 13F portfolio, value $1,725,284.

    13F-HR 0001172661-25-001605 filed by Semus Wealth Partners 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 47,569 shares
    Change vs previous 13F +18,328 shares

    0.95% of the 13F portfolio, value $1,438,970.

    13F-HR 0001172661-25-000459 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,241 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $888,123.

    13F-HR 0001172661-24-004510 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).