Skip to content
Disclosery

Semus Wealth Partners LLC: IVV position timeline

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

Semus Wealth Partners LLC held 11,087 IVV 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 11,087 shares
    Change vs previous 13F +2,443 shares

    4.01% of the 13F portfolio, value $8,302,962.

    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 8,644 shares
    Change vs previous 13F +638 shares

    3.15% of the 13F portfolio, value $5,646,175.

    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 8,006 shares
    Change vs previous 13F +7 shares

    2.95% of the 13F portfolio, value $5,483,524.

    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 7,999 shares
    Change vs previous 13F +73 shares

    3.03% of the 13F portfolio, value $5,353,559.

    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 7,926 shares
    Change vs previous 13F -1,835 shares

    3.19% of the 13F portfolio, value $4,921,416.

    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 9,761 shares
    Change vs previous 13F -57 shares

    3.82% of the 13F portfolio, value $5,484,976.

    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 9,818 shares
    Change vs previous 13F +603 shares

    3.83% of the 13F portfolio, value $5,779,814.

    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 9,215 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $5,315,248.

    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).