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EXENCIAL WEALTH ADVISORS, LLC: CNQ position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 435,730 CNQ 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 435,730 shares
    Change vs previous 13F -12,544 shares

    0.66% of the 13F portfolio, value $21,233,144.

    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 448,274 shares
    Change vs previous 13F -11,224 shares

    0.48% of the 13F portfolio, value $15,174,081.

    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 459,498 shares
    Change vs previous 13F +3,965 shares

    0.48% of the 13F portfolio, value $14,685,547.

    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 455,533 shares
    Change vs previous 13F -19,510 shares

    0.5% of the 13F portfolio, value $14,303,742.

    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 475,043 shares
    Change vs previous 13F -1,654 shares

    0.54% of the 13F portfolio, value $14,631,330.

    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 476,697 shares
    Change vs previous 13F -10,794 shares

    0.54% of the 13F portfolio, value $14,715,652.

    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 487,491 shares
    Change vs previous 13F -16,327 shares

    0.58% of the 13F portfolio, value $16,189,574.

    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 503,818 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $17,935,921.

    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).