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EXENCIAL WEALTH ADVISORS, LLC: AMZN position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 260,019 AMZN 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 260,019 shares
    Change vs previous 13F +13,470 shares

    1.68% of the 13F portfolio, value $54,154,091.

    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 246,549 shares
    Change vs previous 13F -6,187 shares

    1.8% of the 13F portfolio, value $56,908,520.

    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 252,736 shares
    Change vs previous 13F -209 shares

    1.81% of the 13F portfolio, value $55,493,291.

    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 252,945 shares
    Change vs previous 13F -2,062 shares

    1.95% of the 13F portfolio, value $55,493,653.

    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 255,007 shares
    Change vs previous 13F -923 shares

    1.8% of the 13F portfolio, value $48,517,620.

    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 255,930 shares
    Change vs previous 13F -2,673 shares

    2.07% of the 13F portfolio, value $56,148,455.

    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 258,603 shares
    Change vs previous 13F -7,629 shares

    1.73% of the 13F portfolio, value $48,185,555.

    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 266,232 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $51,449,259.

    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).