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EXENCIAL WEALTH ADVISORS, LLC: ATMP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 220,566 ATMP 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 220,566 shares
    Change vs previous 13F -1,808 shares

    0.24% of the 13F portfolio, value $7,589,625.

    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 222,374 shares
    Change vs previous 13F -4,387 shares

    0.2% of the 13F portfolio, value $6,397,712.

    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 226,761 shares
    Change vs previous 13F -1,033 shares

    0.21% of the 13F portfolio, value $6,529,575.

    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 227,794 shares
    Change vs previous 13F +392 shares

    0.24% of the 13F portfolio, value $6,678,912.

    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 227,402 shares
    Change vs previous 13F +38 shares

    0.26% of the 13F portfolio, value $6,972,131.

    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 227,364 shares
    Change vs previous 13F -4,750 shares

    0.24% of the 13F portfolio, value $6,429,851.

    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 232,114 shares
    Change vs previous 13F -7,990 shares

    0.22% of the 13F portfolio, value $6,027,988.

    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 240,104 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,026,601.

    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).