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EXENCIAL WEALTH ADVISORS, LLC: BRK-B position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 78,431 BRK-B 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 78,431 shares
    Change vs previous 13F -14,794 shares

    1.17% of the 13F portfolio, value $37,583,986.

    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 93,225 shares
    Change vs previous 13F -968 shares

    1.48% of the 13F portfolio, value $46,859,510.

    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 94,193 shares
    Change vs previous 13F -1,094 shares

    1.54% of the 13F portfolio, value $47,354,718.

    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 95,287 shares
    Change vs previous 13F -3,859 shares

    1.63% of the 13F portfolio, value $46,287,588.

    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 99,146 shares
    Change vs previous 13F +411 shares

    1.96% of the 13F portfolio, value $52,803,326.

    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 98,735 shares
    Change vs previous 13F -1,519 shares

    1.65% of the 13F portfolio, value $44,754,431.

    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 100,254 shares
    Change vs previous 13F -1,584 shares

    1.66% of the 13F portfolio, value $46,143,024.

    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 101,838 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $41,427,726.

    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).