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EXENCIAL WEALTH ADVISORS, LLC: BDX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 41,376 BDX 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 41,376 shares
    Change vs previous 13F +2,181 shares

    0.2% of the 13F portfolio, value $6,505,501.

    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 39,195 shares
    Change vs previous 13F -28,117 shares

    0.24% of the 13F portfolio, value $7,606,555.

    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 67,312 shares
    Change vs previous 13F -1,565 shares

    0.41% of the 13F portfolio, value $12,598,702.

    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 68,877 shares
    Change vs previous 13F -2,046 shares

    0.42% of the 13F portfolio, value $11,864,037.

    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 70,923 shares
    Change vs previous 13F -417 shares

    0.6% of the 13F portfolio, value $16,245,530.

    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 71,340 shares
    Change vs previous 13F -3,500 shares

    0.6% of the 13F portfolio, value $16,184,857.

    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 74,840 shares
    Change vs previous 13F -1,219 shares

    0.65% of the 13F portfolio, value $18,043,889.

    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 76,059 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $17,775,783.

    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).