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EXENCIAL WEALTH ADVISORS, LLC: ASML position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 12,937 ASML 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 12,937 shares
    Change vs previous 13F -131 shares

    0.53% of the 13F portfolio, value $17,087,017.

    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 13,068 shares
    Change vs previous 13F -2,531 shares

    0.44% of the 13F portfolio, value $13,980,980.

    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 15,599 shares
    Change vs previous 13F -27 shares

    0.49% of the 13F portfolio, value $15,100,979.

    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 15,626 shares
    Change vs previous 13F -408 shares

    0.44% of the 13F portfolio, value $12,522,196.

    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 16,034 shares
    Change vs previous 13F +178 shares

    0.39% of the 13F portfolio, value $10,624,632.

    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 15,856 shares
    Change vs previous 13F +223 shares

    0.4% of the 13F portfolio, value $10,989,359.

    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 15,633 shares
    Change vs previous 13F +4,245 shares

    0.47% of the 13F portfolio, value $13,026,122.

    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 11,388 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $11,647,098.

    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).