Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: EMLC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 37,709 EMLC 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 37,709 shares
    Change vs previous 13F +1,554 shares

    0.03% of the 13F portfolio, value $946,873.

    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 36,155 shares
    Change vs previous 13F +522 shares

    0.03% of the 13F portfolio, value $933,523.

    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 35,633 shares
    Change vs previous 13F +2,282 shares

    0.03% of the 13F portfolio, value $908,998.

    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 33,351 shares
    Change vs previous 13F +1,004 shares

    0.03% of the 13F portfolio, value $845,448.

    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 32,347 shares
    Change vs previous 13F +1,967 shares

    0.03% of the 13F portfolio, value $771,800.

    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 30,380 shares
    Change vs previous 13F -434 shares

    0.03% of the 13F portfolio, value $702,081.

    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 30,814 shares
    Change vs previous 13F -5,187 shares

    0.03% of the 13F portfolio, value $782,681.

    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 36,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $856,102.

    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).