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EXENCIAL WEALTH ADVISORS, LLC: AAPL position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 456,827 AAPL 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 456,827 shares
    Change vs previous 13F +8,878 shares

    3.6% of the 13F portfolio, value $115,938,097.

    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 447,949 shares
    Change vs previous 13F -26,469 shares

    3.86% of the 13F portfolio, value $121,779,495.

    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 474,418 shares
    Change vs previous 13F -5,909 shares

    3.94% of the 13F portfolio, value $120,801,039.

    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 480,327 shares
    Change vs previous 13F -9,987 shares

    3.47% of the 13F portfolio, value $98,548,647.

    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 490,314 shares
    Change vs previous 13F +2,020 shares

    4.03% of the 13F portfolio, value $108,913,545.

    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 488,294 shares
    Change vs previous 13F -1,548 shares

    4.5% of the 13F portfolio, value $122,278,460.

    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 489,842 shares
    Change vs previous 13F -24,873 shares

    4.11% of the 13F portfolio, value $114,133,152.

    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 514,715 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $108,409,176.

    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).