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EXENCIAL WEALTH ADVISORS, LLC: ABT position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 106,493 ABT 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 106,493 shares
    Change vs previous 13F -3,067 shares

    0.34% of the 13F portfolio, value $10,933,594.

    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 109,560 shares
    Change vs previous 13F -1,716 shares

    0.43% of the 13F portfolio, value $13,726,789.

    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 111,276 shares
    Change vs previous 13F -37,275 shares

    0.49% of the 13F portfolio, value $14,904,277.

    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 148,551 shares
    Change vs previous 13F -6,289 shares

    0.71% of the 13F portfolio, value $20,204,480.

    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 154,840 shares
    Change vs previous 13F -319 shares

    0.76% of the 13F portfolio, value $20,539,551.

    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 155,159 shares
    Change vs previous 13F -3,480 shares

    0.65% of the 13F portfolio, value $17,549,984.

    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 158,639 shares
    Change vs previous 13F -4,838 shares

    0.65% of the 13F portfolio, value $18,086,451.

    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 163,477 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $16,986,937.

    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).