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Canvas Wealth Advisors, LLC: SE position timeline

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

Canvas Wealth Advisors, LLC held 3,536 SE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,536 shares
    Change vs previous 13F -1,327 shares

    0.05% of the 13F portfolio, value $338,855.

    13F-HR 0001858782-26-000008 filed by Canvas 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 4,863 shares
    Change vs previous 13F -68 shares

    0.07% of the 13F portfolio, value $402,705.

    13F-HR 0001858782-26-000004 filed by Canvas 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 4,931 shares
    Change vs previous 13F -195 shares

    0.11% of the 13F portfolio, value $629,048.

    13F-HR 0001858782-26-000002 filed by Canvas 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 5,126 shares
    Change vs previous 13F -696 shares

    0.17% of the 13F portfolio, value $947,849.

    13F-HR 0001858782-25-000005 filed by Canvas 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 5,822 shares
    Change vs previous 13F -301 shares

    0.18% of the 13F portfolio, value $935,828.

    13F-HR 0001085146-25-004300 filed by Canvas 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 6,123 shares
    Change vs previous 13F -1,630 shares

    0.19% of the 13F portfolio, value $725,698.

    13F-HR 0001085146-25-002312 filed by Canvas 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 7,753 shares
    Change vs previous 13F -932 shares

    0.21% of the 13F portfolio, value $822,593.

    13F-HR 0001085146-25-000566 filed by Canvas Wealth Advisors, 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 8,685 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $818,822.

    13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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