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EXENCIAL WEALTH ADVISORS, LLC: EMXC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 71,359 EMXC 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 71,359 shares
    Change vs previous 13F -2,490 shares

    0.17% of the 13F portfolio, value $5,613,084.

    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 73,849 shares
    Change vs previous 13F -7,670 shares

    0.17% of the 13F portfolio, value $5,367,350.

    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 81,519 shares
    Change vs previous 13F -985 shares

    0.18% of the 13F portfolio, value $5,503,350.

    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 82,504 shares
    Change vs previous 13F -3,641 shares

    0.18% of the 13F portfolio, value $5,209,305.

    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 86,145 shares
    Change vs previous 13F -1,713 shares

    0.18% of the 13F portfolio, value $4,745,721.

    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 87,858 shares
    Change vs previous 13F -11,027 shares

    0.18% of the 13F portfolio, value $4,871,730.

    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 98,885 shares
    Change vs previous 13F -47,857 shares

    0.22% of the 13F portfolio, value $6,042,887.

    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 146,742 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,687,136.

    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).