EXENCIAL WEALTH ADVISORS, LLC: BABA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on BABA, newest first. How the timeline and the estimate are built.
EXENCIAL WEALTH ADVISORS, LLC held 0 BABA shares at 2025-12-31 per its 13F-HR filed 2026-01-30.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,408 shares
13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,408 sharesChange vs previous 13F +1,408 shares
0.01% of the 13F portfolio, value $251,616.
13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,903 shares
13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,903 sharesChange vs previous 13F +1,903 shares
0.01% of the 13F portfolio, value $251,681.
13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.