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EXENCIAL WEALTH ADVISORS, LLC: ALC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 27,637 ALC 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 27,637 shares
    Change vs previous 13F +2,366 shares

    0.06% of the 13F portfolio, value $2,082,463.

    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 25,271 shares
    Change vs previous 13F -1,332 shares

    0.06% of the 13F portfolio, value $1,991,624.

    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 26,603 shares
    Change vs previous 13F -9,341 shares

    0.06% of the 13F portfolio, value $1,982,221.

    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 35,944 shares
    Change vs previous 13F -4,332 shares

    0.11% of the 13F portfolio, value $3,173,124.

    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 40,276 shares
    Change vs previous 13F -54 shares

    0.14% of the 13F portfolio, value $3,823,406.

    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 40,330 shares
    Change vs previous 13F +53 shares

    0.13% of the 13F portfolio, value $3,423,602.

    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 40,277 shares
    Change vs previous 13F +2,568 shares

    0.15% of the 13F portfolio, value $4,030,505.

    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 37,709 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,359,105.

    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).