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EXENCIAL WEALTH ADVISORS, LLC: CGGR position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 401,245 CGGR 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 401,245 shares
    Change vs previous 13F +2,712 shares

    0.5% of the 13F portfolio, value $16,126,054.

    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 398,533 shares
    Change vs previous 13F -5,384 shares

    0.56% of the 13F portfolio, value $17,722,781.

    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 403,917 shares
    Change vs previous 13F -7,171 shares

    0.58% of the 13F portfolio, value $17,740,051.

    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 411,088 shares
    Change vs previous 13F +4,241 shares

    0.59% of the 13F portfolio, value $16,710,742.

    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 406,847 shares
    Change vs previous 13F -6,024 shares

    0.52% of the 13F portfolio, value $13,934,510.

    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 412,871 shares
    Change vs previous 13F -9,449 shares

    0.56% of the 13F portfolio, value $15,346,415.

    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 422,320 shares
    Change vs previous 13F +1,578 shares

    0.53% of the 13F portfolio, value $14,692,516.

    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 420,742 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $13,838,208.

    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).