Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: DECK position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 8,124 DECK 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 8,124 shares
    Change vs previous 13F -290 shares

    0.03% of the 13F portfolio, value $813,132.

    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 8,414 shares
    Change vs previous 13F +3,780 shares

    0.03% of the 13F portfolio, value $872,316.

    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 4,634 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $469,749.

    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).