Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: BCI position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 35,172 BCI 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 35,172 shares
    Change vs previous 13F +6,933 shares

    0.03% of the 13F portfolio, value $854,328.

    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 28,239 shares
    Change vs previous 13F -2,545 shares

    0.02% of the 13F portfolio, value $551,508.

    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 30,784 shares
    Change vs previous 13F +2,236 shares

    0.02% of the 13F portfolio, value $663,088.

    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 28,548 shares
    Change vs previous 13F -6,614 shares

    0.02% of the 13F portfolio, value $592,942.

    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 35,162 shares
    Change vs previous 13F +1,466 shares

    0.03% of the 13F portfolio, value $754,577.

    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 33,696 shares
    Change vs previous 13F +1,147 shares

    0.02% of the 13F portfolio, value $665,496.

    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 32,549 shares
    Change vs previous 13F -1,770 shares

    0.02% of the 13F portfolio, value $665,302.

    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 34,319 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $697,706.

    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).