Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: DFIP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 45,726 DFIP 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 45,726 shares
    Change vs previous 13F +1,109 shares

    0.06% of the 13F portfolio, value $1,907,694.

    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 44,617 shares
    Change vs previous 13F +1,758 shares

    0.06% of the 13F portfolio, value $1,854,065.

    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 42,859 shares
    Change vs previous 13F -784 shares

    0.06% of the 13F portfolio, value $1,809,953.

    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 43,643 shares
    Change vs previous 13F -3,137 shares

    0.06% of the 13F portfolio, value $1,824,698.

    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 46,780 shares
    Change vs previous 13F +3,389 shares

    0.07% of the 13F portfolio, value $1,969,939.

    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 43,391 shares
    Change vs previous 13F +21,517 shares

    0.06% of the 13F portfolio, value $1,756,950.

    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 21,874 shares
    Change vs previous 13F +393 shares

    0.03% of the 13F portfolio, value $924,824.

    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 21,481 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $877,180.

    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).