Suncoast Equity Management: SEMG position timeline

Suncoast Equity Management held 27,756 SEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 27,756 shares

   Change vs previous 13F -106,669 shares

   0.09% of the 13F portfolio, value $735,961.

   13F-HR 0001315059-26-000005 filed by Suncoast Equity Management
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 134,425 shares

   Change vs previous 13F +22,644 shares

   0.39% of the 13F portfolio, value $3,235,610.

   13F-HR 0001315059-26-000004 filed by Suncoast Equity Management
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 111,781 shares

   Change vs previous 13F +18,830 shares

   0.31% of the 13F portfolio, value $3,062,799.

   13F-HR/A 0001315059-26-000002 filed by Suncoast Equity Management
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 92,951 shares

   Change vs previous 13F +57,872 shares

   0.25% of the 13F portfolio, value $2,494,805.

   13F-HR 0001315059-25-000009 filed by Suncoast Equity Management
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 35,079 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $929,762.

   13F-HR/A 0001315059-25-000007 filed by Suncoast Equity Management
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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