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EXENCIAL WEALTH ADVISORS, LLC: SEIM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on SEIM, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 47,752 SEIM shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 47,752 shares
    Change vs previous 13F +1,562 shares

    0.07% of the 13F portfolio, value $2,175,104.

    13F-HR 0001576151-26-000006 filed by EXENCIAL 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 ended2025-12-31
    13F 46,190 shares
    Change vs previous 13F -6,082 shares

    0.07% of the 13F portfolio, value $2,130,745.

    13F-HR 0001576151-26-000003 filed by EXENCIAL 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 ended2025-09-30
    13F 52,272 shares
    Change vs previous 13F +12,395 shares

    0.08% of the 13F portfolio, value $2,373,149.

    13F-HR 0001576151-25-000022 filed by EXENCIAL 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 ended2025-06-30
    13F 39,877 shares
    Change vs previous 13F -2,196 shares

    0.06% of the 13F portfolio, value $1,681,215.

    13F-HR 0001576151-25-000014 filed by EXENCIAL 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 ended2025-03-31
    13F 42,073 shares
    Change vs previous 13F -616 shares

    0.06% of the 13F portfolio, value $1,517,153.

    13F-HR 0001576151-25-000010 filed by EXENCIAL 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 ended2024-12-31
    13F 42,689 shares
    Change vs previous 13F -7,275 shares

    0.06% of the 13F portfolio, value $1,648,223.

    13F-HR 0001576151-25-000004 filed by EXENCIAL 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 ended2024-09-30
    13F 49,964 shares
    Change vs previous 13F -4,987 shares

    0.06% of the 13F portfolio, value $1,804,700.

    13F-HR 0001576151-24-000009 filed by EXENCIAL 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 ended2024-06-30
    13F 54,951 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,824,374.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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