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EXENCIAL WEALTH ADVISORS, LLC: BNDX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 92,075 BNDX 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 92,075 shares
    Change vs previous 13F +2,756 shares

    0.14% of the 13F portfolio, value $4,424,200.

    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 89,319 shares
    Change vs previous 13F +2,141 shares

    0.14% of the 13F portfolio, value $4,315,893.

    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 87,178 shares
    Change vs previous 13F +6,109 shares

    0.14% of the 13F portfolio, value $4,311,830.

    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 81,069 shares
    Change vs previous 13F +3,649 shares

    0.14% of the 13F portfolio, value $4,013,717.

    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 77,420 shares
    Change vs previous 13F +2,683 shares

    0.14% of the 13F portfolio, value $3,779,621.

    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 74,737 shares
    Change vs previous 13F +2,111 shares

    0.13% of the 13F portfolio, value $3,665,845.

    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 72,626 shares
    Change vs previous 13F -3,599 shares

    0.13% of the 13F portfolio, value $3,651,649.

    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 76,225 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,709,856.

    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).