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Disclosery

Semus Wealth Partners LLC: PTY position timeline

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

Semus Wealth Partners LLC held 0 PTY shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,436 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 11,436 shares
    Change vs previous 13F -3,415 shares

    0.09% of the 13F portfolio, value $165,136.

    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).

  3. period ended2025-06-30
    13F 14,851 shares
    Change vs previous 13F +48 shares

    0.13% of the 13F portfolio, value $206,583.

    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).

  4. period ended2025-03-31
    13F 14,803 shares
    Change vs previous 13F -3,337 shares

    0.15% of the 13F portfolio, value $214,056.

    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).

  5. period ended2024-12-31
    13F 18,140 shares
    Change vs previous 13F -4,680 shares

    0.17% of the 13F portfolio, value $260,677.

    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).

  6. period ended2024-09-30
    13F 22,820 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $328,383.

    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).