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EXENCIAL WEALTH ADVISORS, LLC: SEIV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 53,237 SEIV 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 53,237 shares
    Change vs previous 13F +1,659 shares

    0.07% of the 13F portfolio, value $2,212,530.

    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 51,578 shares
    Change vs previous 13F -8,514 shares

    0.07% of the 13F portfolio, value $2,140,487.

    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 60,092 shares
    Change vs previous 13F +13,928 shares

    0.08% of the 13F portfolio, value $2,337,579.

    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 46,164 shares
    Change vs previous 13F -2,506 shares

    0.06% of the 13F portfolio, value $1,647,594.

    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 48,670 shares
    Change vs previous 13F +298 shares

    0.06% of the 13F portfolio, value $1,579,829.

    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 48,372 shares
    Change vs previous 13F -5,092 shares

    0.06% of the 13F portfolio, value $1,602,081.

    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 53,464 shares
    Change vs previous 13F -4,215 shares

    0.06% of the 13F portfolio, value $1,761,639.

    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 57,679 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,796,759.

    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).