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EXENCIAL WEALTH ADVISORS, LLC: DIHP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 795,467 DIHP 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 795,467 shares
    Change vs previous 13F +220,807 shares

    0.8% of the 13F portfolio, value $25,629,956.

    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 574,660 shares
    Change vs previous 13F +111,290 shares

    0.58% of the 13F portfolio, value $18,196,619.

    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 463,370 shares
    Change vs previous 13F +52,687 shares

    0.46% of the 13F portfolio, value $14,086,455.

    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 410,683 shares
    Change vs previous 13F +64,414 shares

    0.43% of the 13F portfolio, value $12,111,041.

    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 346,269 shares
    Change vs previous 13F +46,693 shares

    0.35% of the 13F portfolio, value $9,328,481.

    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 299,576 shares
    Change vs previous 13F +28,962 shares

    0.28% of the 13F portfolio, value $7,558,300.

    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 270,614 shares
    Change vs previous 13F +80,707 shares

    0.27% of the 13F portfolio, value $7,495,998.

    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 189,907 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,998,347.

    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).