EXENCIAL WEALTH ADVISORS, LLC: COO position timeline

EXENCIAL WEALTH ADVISORS, LLC held 87,985 COO 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 87,985 shares

   Change vs previous 13F -4,297 shares

   0.2% of the 13F portfolio, value $6,290,928.

   13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 92,282 shares

   Change vs previous 13F -4,730 shares

   0.24% of the 13F portfolio, value $7,563,433.

   13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 97,012 shares

   Change vs previous 13F -659 shares

   0.22% of the 13F portfolio, value $6,651,146.

   13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 97,671 shares

   Change vs previous 13F -4,516 shares

   0.24% of the 13F portfolio, value $6,950,269.

   13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 102,187 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $8,619,474.

   13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).