SEPI SCM TRUST
FollowMF Closed and MF Open (preferred)
4 managers (4 13F filers) reported a position in SEPI shares at 2025-09-30, 750,537 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 4
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 750,537
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Good Steward Wealth Advisors,LLC | 397,501 | $10.2M | 7.05% | new | 13F-HRTimeline |
| SHELTON CAPITAL MANAGEMENT | 351,145 | $9.01M | 0.19% | new | 13F-HRTimeline |
| PITTENGER & ANDERSON INC | 1,575 | $40.4K | <0.01% | new | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 316 | $8.11K | <0.01% | new | 13F-HR/ATimelineGroup |