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EXENCIAL WEALTH ADVISORS, LLC: BBJP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 58,211 BBJP 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 58,211 shares
    Change vs previous 13F +5,067 shares

    0.12% of the 13F portfolio, value $4,011,330.

    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 53,144 shares
    Change vs previous 13F +2,751 shares

    0.11% of the 13F portfolio, value $3,502,718.

    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 50,393 shares
    Change vs previous 13F +2,821 shares

    0.11% of the 13F portfolio, value $3,342,089.

    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 47,572 shares
    Change vs previous 13F -462 shares

    0.1% of the 13F portfolio, value $2,939,021.

    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 48,034 shares
    Change vs previous 13F +4,636 shares

    0.1% of the 13F portfolio, value $2,696,159.

    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 43,398 shares
    Change vs previous 13F +696 shares

    0.09% of the 13F portfolio, value $2,382,127.

    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 42,702 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,531,375.

    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).