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Disclosery

Semus Wealth Partners LLC: IVW position timeline

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

Semus Wealth Partners LLC held 12,743 IVW 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 12,743 shares
    Change vs previous 13F +656 shares

    0.85% of the 13F portfolio, value $1,752,577.

    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 12,087 shares
    Change vs previous 13F +498 shares

    0.76% of the 13F portfolio, value $1,367,174.

    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 11,589 shares
    Change vs previous 13F +483 shares

    0.77% of the 13F portfolio, value $1,428,460.

    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 11,106 shares
    Change vs previous 13F +733 shares

    0.76% of the 13F portfolio, value $1,340,696.

    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 10,373 shares
    Change vs previous 13F -910 shares

    0.74% of the 13F portfolio, value $1,142,031.

    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 11,283 shares
    Change vs previous 13F +518 shares

    0.73% of the 13F portfolio, value $1,047,356.

    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 10,765 shares
    Change vs previous 13F +836 shares

    0.72% of the 13F portfolio, value $1,093,005.

    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 9,929 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $950,716.

    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).