Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: AVGO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 128,199 AVGO 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 128,199 shares
    Change vs previous 13F +9,379 shares

    1.23% of the 13F portfolio, value $39,678,792.

    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 118,820 shares
    Change vs previous 13F -15,008 shares

    1.3% of the 13F portfolio, value $41,123,480.

    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 133,828 shares
    Change vs previous 13F +5,924 shares

    1.44% of the 13F portfolio, value $44,151,139.

    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 127,904 shares
    Change vs previous 13F -2,669 shares

    1.24% of the 13F portfolio, value $35,256,672.

    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 130,573 shares
    Change vs previous 13F +47,853 shares

    0.81% of the 13F portfolio, value $21,861,863.

    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 82,720 shares
    Change vs previous 13F -23,245 shares

    0.71% of the 13F portfolio, value $19,177,743.

    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 105,965 shares
    Change vs previous 13F +104,705 shares

    0.66% of the 13F portfolio, value $18,278,934.

    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 1,260 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,023,167.

    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).