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EXENCIAL WEALTH ADVISORS, LLC: ENB position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 50,443 ENB 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 50,443 shares
    Change vs previous 13F +1,582 shares

    0.08% of the 13F portfolio, value $2,731,002.

    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 48,861 shares
    Change vs previous 13F +1,117 shares

    0.07% of the 13F portfolio, value $2,337,029.

    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 47,744 shares
    Change vs previous 13F +2,044 shares

    0.08% of the 13F portfolio, value $2,409,188.

    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 45,700 shares
    Change vs previous 13F -4,577 shares

    0.07% of the 13F portfolio, value $2,071,139.

    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 50,277 shares
    Change vs previous 13F -778 shares

    0.08% of the 13F portfolio, value $2,227,764.

    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 51,055 shares
    Change vs previous 13F +1,636 shares

    0.08% of the 13F portfolio, value $2,166,272.

    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 49,419 shares
    Change vs previous 13F -4,823 shares

    0.07% of the 13F portfolio, value $2,006,889.

    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 54,242 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,930,467.

    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).