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EXENCIAL WEALTH ADVISORS, LLC: DGX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 59,260 DGX 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 59,260 shares
    Change vs previous 13F -2,860 shares

    0.36% of the 13F portfolio, value $11,613,717.

    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 62,120 shares
    Change vs previous 13F -1,292 shares

    0.34% of the 13F portfolio, value $10,779,684.

    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 63,412 shares
    Change vs previous 13F -581 shares

    0.39% of the 13F portfolio, value $12,085,017.

    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 63,993 shares
    Change vs previous 13F -3,186 shares

    0.4% of the 13F portfolio, value $11,495,033.

    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 67,179 shares
    Change vs previous 13F -121 shares

    0.42% of the 13F portfolio, value $11,366,630.

    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 67,300 shares
    Change vs previous 13F -1,967 shares

    0.37% of the 13F portfolio, value $10,152,913.

    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 69,267 shares
    Change vs previous 13F -1,039 shares

    0.39% of the 13F portfolio, value $10,753,759.

    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 70,306 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,623,451.

    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).