Semus Wealth Partners LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Semus Wealth Partners LLC on BRK-B, newest first. How the timeline and the estimate are built.
Semus Wealth Partners LLC held 1,939 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,939 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $970,256.
13F-HR 0001172661-26-003186 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,939 sharesChange vs previous 13F +50 shares
0.52% of the 13F portfolio, value $929,169.
13F-HR 0001172661-26-001533 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,889 sharesChange vs previous 13F +55 shares
0.51% of the 13F portfolio, value $949,506.
13F-HR 0001172661-26-000325 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,834 sharesChange vs previous 13F +348 shares
0.52% of the 13F portfolio, value $922,025.
13F-HR 0001172661-25-004356 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,486 sharesChange vs previous 13F +429 shares
0.47% of the 13F portfolio, value $721,854.
13F-HR 0001172661-25-003021 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,057 sharesChange vs previous 13F +109 shares
0.39% of the 13F portfolio, value $562,937.
13F-HR 0001172661-25-001605 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 948 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $429,709.
13F-HR 0001172661-25-000459 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 948 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $436,326.
13F-HR 0001172661-24-004510 filed by Semus Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).