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EXENCIAL WEALTH ADVISORS, LLC: CMCSA position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 15,560 CMCSA 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 15,560 shares
    Change vs previous 13F +1,462 shares

    0.01% of the 13F portfolio, value $446,734.

    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 14,098 shares
    Change vs previous 13F +2,822 shares

    0.01% of the 13F portfolio, value $421,379.

    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 11,276 shares
    Change vs previous 13F +248 shares

    0.01% of the 13F portfolio, value $354,303.

    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 11,028 shares
    Change vs previous 13F +226 shares

    0.01% of the 13F portfolio, value $393,574.

    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 10,802 shares
    Change vs previous 13F -779 shares

    0.01% of the 13F portfolio, value $398,596.

    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 11,581 shares
    Change vs previous 13F -541 shares

    0.02% of the 13F portfolio, value $434,633.

    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 12,122 shares
    Change vs previous 13F -12,247 shares

    0.02% of the 13F portfolio, value $506,343.

    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 24,369 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $954,302.

    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).