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EXENCIAL WEALTH ADVISORS, LLC: ANET position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 3,759 ANET 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 3,759 shares
    Change vs previous 13F -840 shares

    0.01% of the 13F portfolio, value $461,573.

    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 4,599 shares
    Change vs previous 13F -830 shares

    0.02% of the 13F portfolio, value $602,556.

    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 5,429 shares
    Change vs previous 13F -71,481 shares

    0.03% of the 13F portfolio, value $791,051.

    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 76,910 shares
    Change vs previous 13F -4,039 shares

    0.28% of the 13F portfolio, value $7,868,645.

    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 80,949 shares
    Change vs previous 13F -103 shares

    0.23% of the 13F portfolio, value $6,271,953.

    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 81,052 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,958,660.

    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).