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Disclosery

Semus Wealth Partners LLC: EFV position timeline

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

Semus Wealth Partners LLC held 7,031 EFV 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 7,031 shares
    Change vs previous 13F -8,083 shares

    0.26% of the 13F portfolio, value $538,197.

    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 15,114 shares
    Change vs previous 13F -549 shares

    0.63% of the 13F portfolio, value $1,123,748.

    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 15,663 shares
    Change vs previous 13F -743 shares

    0.6% of the 13F portfolio, value $1,118,516.

    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 16,406 shares
    Change vs previous 13F -1,366 shares

    0.63% of the 13F portfolio, value $1,112,789.

    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 17,772 shares
    Change vs previous 13F +5,697 shares

    0.73% of the 13F portfolio, value $1,128,139.

    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 12,075 shares
    Change vs previous 13F -2,500 shares

    0.5% of the 13F portfolio, value $711,694.

    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 14,575 shares
    Change vs previous 13F +2,074 shares

    0.51% of the 13F portfolio, value $764,745.

    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 12,501 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $719,204.

    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).