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EXENCIAL WEALTH ADVISORS, LLC: AGG position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 120,809 AGG 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 120,809 shares
    Change vs previous 13F -4,479 shares

    0.37% of the 13F portfolio, value $11,992,699.

    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 125,288 shares
    Change vs previous 13F +13,305 shares

    0.4% of the 13F portfolio, value $12,513,771.

    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 111,983 shares
    Change vs previous 13F +626 shares

    0.37% of the 13F portfolio, value $11,226,322.

    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 111,357 shares
    Change vs previous 13F -7,086 shares

    0.39% of the 13F portfolio, value $11,046,633.

    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 118,443 shares
    Change vs previous 13F -3,988 shares

    0.43% of the 13F portfolio, value $11,716,415.

    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 122,431 shares
    Change vs previous 13F -16,472 shares

    0.44% of the 13F portfolio, value $11,863,587.

    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 138,903 shares
    Change vs previous 13F -3,994 shares

    0.51% of the 13F portfolio, value $14,066,703.

    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 142,897 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $13,871,051.

    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).