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Serenus Wealth Advisors, LLC: USFR position timeline

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

Serenus Wealth Advisors, LLC held 2,424,914 USFR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,424,914 shares
    Change vs previous 13F +6,652 shares

    21.31% of the 13F portfolio, value $122,094,397.

    13F-HR 0001765380-26-000283 filed by Serenus Wealth Advisors, 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 2,418,262 shares
    Change vs previous 13F -185,212 shares

    24.28% of the 13F portfolio, value $121,735,288.

    13F-HR 0001765380-26-000126 filed by Serenus Wealth Advisors, 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 2,603,474 shares
    Change vs previous 13F -1,685,227 shares

    25.36% of the 13F portfolio, value $131,006,806.

    13F-HR 0001765380-26-000048 filed by Serenus Wealth Advisors, 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 4,288,701 shares
    Change vs previous 13F -685,874 shares

    36.83% of the 13F portfolio, value $215,592,999.

    13F-HR 0001765380-25-000444 filed by Serenus Wealth Advisors, 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 4,974,575 shares
    Change vs previous 13F -623,847 shares

    42.51% of the 13F portfolio, value $250,270,855.

    13F-HR 0001765380-25-000373 filed by Serenus Wealth Advisors, 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 5,598,422 shares
    Change vs previous 13F +733,794 shares

    46.77% of the 13F portfolio, value $281,768,536.

    13F-HR 0001765380-25-000180 filed by Serenus Wealth Advisors, 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 4,864,628 shares
    Change vs previous 13F not available

    42.54% of the 13F portfolio, value $244,788,103.

    13F-HR 0001765380-25-000016 filed by Serenus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).