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EXENCIAL WEALTH ADVISORS, LLC: DFAT position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 375,683 DFAT 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 375,683 shares
    Change vs previous 13F -6,089 shares

    0.73% of the 13F portfolio, value $23,461,429.

    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 381,772 shares
    Change vs previous 13F -12,225 shares

    0.72% of the 13F portfolio, value $22,730,729.

    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 393,997 shares
    Change vs previous 13F +1,984 shares

    0.75% of the 13F portfolio, value $22,934,567.

    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 392,013 shares
    Change vs previous 13F +28,855 shares

    0.74% of the 13F portfolio, value $21,153,046.

    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 363,158 shares
    Change vs previous 13F +9,028 shares

    0.69% of the 13F portfolio, value $18,698,995.

    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 354,130 shares
    Change vs previous 13F -1,279 shares

    0.73% of the 13F portfolio, value $19,710,900.

    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 355,409 shares
    Change vs previous 13F +2,260 shares

    0.71% of the 13F portfolio, value $19,771,422.

    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 353,149 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $18,317,828.

    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).