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EXENCIAL WEALTH ADVISORS, LLC: DFAR position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 514,719 DFAR 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 514,719 shares
    Change vs previous 13F +25,091 shares

    0.38% of the 13F portfolio, value $12,173,105.

    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 489,628 shares
    Change vs previous 13F +3,584 shares

    0.36% of the 13F portfolio, value $11,213,080.

    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 486,044 shares
    Change vs previous 13F +767 shares

    0.38% of the 13F portfolio, value $11,592,141.

    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 485,277 shares
    Change vs previous 13F -7,818 shares

    0.4% of the 13F portfolio, value $11,384,589.

    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 493,095 shares
    Change vs previous 13F +10,690 shares

    0.43% of the 13F portfolio, value $11,720,865.

    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 482,405 shares
    Change vs previous 13F -8,869 shares

    0.41% of the 13F portfolio, value $11,225,564.

    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 491,274 shares
    Change vs previous 13F +665 shares

    0.45% of the 13F portfolio, value $12,596,275.

    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 490,609 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,842,466.

    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).