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EXENCIAL WEALTH ADVISORS, LLC: AEP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 34,027 AEP 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 34,027 shares
    Change vs previous 13F -322 shares

    0.14% of the 13F portfolio, value $4,460,201.

    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 34,349 shares
    Change vs previous 13F +298 shares

    0.13% of the 13F portfolio, value $3,960,770.

    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 34,051 shares
    Change vs previous 13F +824 shares

    0.12% of the 13F portfolio, value $3,830,717.

    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 33,227 shares
    Change vs previous 13F -1,778 shares

    0.12% of the 13F portfolio, value $3,447,592.

    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 35,005 shares
    Change vs previous 13F +515 shares

    0.14% of the 13F portfolio, value $3,824,963.

    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 34,490 shares
    Change vs previous 13F -541 shares

    0.12% of the 13F portfolio, value $3,181,057.

    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 35,031 shares
    Change vs previous 13F -1,091 shares

    0.13% of the 13F portfolio, value $3,594,143.

    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 36,122 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,169,348.

    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).