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Semus Wealth Partners LLC: RDVI position timeline

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

Semus Wealth Partners LLC held 153,022 RDVI 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 153,022 shares
    Change vs previous 13F +5,705 shares

    2.17% of the 13F portfolio, value $4,498,842.

    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 147,317 shares
    Change vs previous 13F +2,896 shares

    2.1% of the 13F portfolio, value $3,763,953.

    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 144,421 shares
    Change vs previous 13F +5,231 shares

    2.04% of the 13F portfolio, value $3,789,616.

    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 139,190 shares
    Change vs previous 13F +19,855 shares

    2.04% of the 13F portfolio, value $3,598,072.

    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 119,335 shares
    Change vs previous 13F +3,981 shares

    1.91% of the 13F portfolio, value $2,948,760.

    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 115,354 shares
    Change vs previous 13F +16,276 shares

    1.91% of the 13F portfolio, value $2,736,187.

    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 99,078 shares
    Change vs previous 13F +9,454 shares

    1.59% of the 13F portfolio, value $2,401,655.

    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 89,624 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,208,344.

    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).