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EXENCIAL WEALTH ADVISORS, LLC: DFIV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 1,084,979 DFIV 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 1,084,979 shares
    Change vs previous 13F +175,603 shares

    1.78% of the 13F portfolio, value $57,265,204.

    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 909,376 shares
    Change vs previous 13F +112,059 shares

    1.44% of the 13F portfolio, value $45,377,842.

    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 797,317 shares
    Change vs previous 13F +55,793 shares

    1.2% of the 13F portfolio, value $36,772,253.

    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 741,524 shares
    Change vs previous 13F +47,284 shares

    1.12% of the 13F portfolio, value $31,759,471.

    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 694,240 shares
    Change vs previous 13F +44,460 shares

    1.01% of the 13F portfolio, value $27,325,285.

    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 649,780 shares
    Change vs previous 13F +41,436 shares

    0.85% of the 13F portfolio, value $23,054,180.

    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 608,344 shares
    Change vs previous 13F +44,951 shares

    0.83% of the 13F portfolio, value $23,165,742.

    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 563,393 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $20,248,350.

    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).