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Semus Wealth Partners LLC: SMH position timeline

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

Semus Wealth Partners LLC held 989 SMH 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 989 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $648,578.

    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 989 shares
    Change vs previous 13F -30 shares

    0.21% of the 13F portfolio, value $379,126.

    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 1,019 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $366,919.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $331,963.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $283,668.

    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 1,017 shares
    Change vs previous 13F -402 shares

    0.15% of the 13F portfolio, value $215,101.

    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 1,419 shares
    Change vs previous 13F -34 shares

    0.23% of the 13F portfolio, value $343,700.

    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 1,453 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $356,692.

    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).