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EXENCIAL WEALTH ADVISORS, LLC: BND position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 168,431 BND 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 168,431 shares
    Change vs previous 13F -3,808 shares

    0.39% of the 13F portfolio, value $12,403,262.

    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 172,239 shares
    Change vs previous 13F +10,146 shares

    0.4% of the 13F portfolio, value $12,757,778.

    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 162,093 shares
    Change vs previous 13F +5,548 shares

    0.39% of the 13F portfolio, value $12,054,861.

    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 156,545 shares
    Change vs previous 13F +18,006 shares

    0.41% of the 13F portfolio, value $11,526,434.

    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 138,539 shares
    Change vs previous 13F +7,137 shares

    0.38% of the 13F portfolio, value $10,175,662.

    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 131,402 shares
    Change vs previous 13F +19,308 shares

    0.35% of the 13F portfolio, value $9,449,122.

    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 112,094 shares
    Change vs previous 13F -12,057 shares

    0.3% of the 13F portfolio, value $8,419,390.

    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 124,151 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,945,070.

    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).