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EXENCIAL WEALTH ADVISORS, LLC: EFV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 371,785 EFV 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 371,785 shares
    Change vs previous 13F -5,498 shares

    0.86% of the 13F portfolio, value $27,642,246.

    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 377,283 shares
    Change vs previous 13F -1,199 shares

    0.85% of the 13F portfolio, value $26,941,748.

    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 378,482 shares
    Change vs previous 13F -600 shares

    0.84% of the 13F portfolio, value $25,672,403.

    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 379,082 shares
    Change vs previous 13F -4,402 shares

    0.85% of the 13F portfolio, value $24,064,117.

    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 383,484 shares
    Change vs previous 13F -1,906 shares

    0.84% of the 13F portfolio, value $22,602,556.

    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 385,390 shares
    Change vs previous 13F -2,531 shares

    0.74% of the 13F portfolio, value $20,221,425.

    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 387,921 shares
    Change vs previous 13F -10,447 shares

    0.8% of the 13F portfolio, value $22,317,073.

    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 398,368 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $21,129,454.

    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).