Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: DISV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 1,171,519 DISV 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 1,171,519 shares
    Change vs previous 13F +295,271 shares

    1.44% of the 13F portfolio, value $46,204,698.

    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 876,248 shares
    Change vs previous 13F +157,990 shares

    1.05% of the 13F portfolio, value $33,297,440.

    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 718,258 shares
    Change vs previous 13F +77,670 shares

    0.84% of the 13F portfolio, value $25,634,640.

    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 640,588 shares
    Change vs previous 13F +78,238 shares

    0.74% of the 13F portfolio, value $21,081,754.

    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 562,350 shares
    Change vs previous 13F +58,855 shares

    0.61% of the 13F portfolio, value $16,375,622.

    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 503,495 shares
    Change vs previous 13F +38,959 shares

    0.49% of the 13F portfolio, value $13,377,869.

    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 464,536 shares
    Change vs previous 13F +61,504 shares

    0.49% of the 13F portfolio, value $13,499,413.

    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 403,032 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,843,570.

    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).