SEIQ β€” SEI EXCHANGE TRADED FUNDS

Ownership history in Meriwether Wealth & Planning, LLC  Β·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported SEI EXCHANGE TRADED FUNDS (SEIQ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.65% in 2025 Q4. The latest visible filing shows SEIQ at 2.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEIQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in SEI EXCHANGE TRADED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SEIQ was reported at 2.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.65% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meriwether Wealth & Planning, LLC held SEIQ β€” position size vs. price
% of Fund (quarterly)    SEIQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 128,484 +7,819 +6.5% 2.56% $4.7M 2026-04-09 $37.36
2025 Q4 ADDED 120,665 +6,864 +6.0% 2.65% $4.7M 2026-01-14 $38.80
2025 Q3 ADDED 113,801 +5,457 +5.0% 2.55% $4.4M 2025-10-15 $37.90
2025 Q2 ADDED 108,344 +37,900 +53.8% 2.52% $4.0M 2025-07-11 $36.69
2025 Q1 ADDED 70,444 +14,195 +25.2% 1.61% $2.5M 2025-04-21 $32.45
2024 Q4 INITIATED 56,249 β€” β€” 1.40% $2.0M 2025-02-07 $35.27

FAQ About Meriwether Wealth & Planning, LLC and SEIQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning SEIQ?

Meriwether Wealth & Planning, LLC reported SEIQ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SEIQ position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for SEIQ was 2.65% in 2025 Q4.

What is the latest reported SEIQ position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 128,484 shares, equal to 2.56% of portfolio, with an estimated market value of $4.7M.

What does the chart on this SEIQ ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly SEIQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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