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EXENCIAL WEALTH ADVISORS, LLC: EPD position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 94,496 EPD 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 94,496 shares
    Change vs previous 13F -1,355 shares

    0.11% of the 13F portfolio, value $3,575,746.

    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 95,851 shares
    Change vs previous 13F -835 shares

    0.1% of the 13F portfolio, value $3,072,998.

    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 96,686 shares
    Change vs previous 13F -3,739 shares

    0.1% of the 13F portfolio, value $3,023,367.

    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 100,425 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $3,114,172.

    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 100,422 shares
    Change vs previous 13F -12,284 shares

    0.13% of the 13F portfolio, value $3,428,399.

    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 112,706 shares
    Change vs previous 13F +3,960 shares

    0.13% of the 13F portfolio, value $3,534,469.

    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 108,746 shares
    Change vs previous 13F +762 shares

    0.11% of the 13F portfolio, value $3,165,590.

    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 107,984 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,129,382.

    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).