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EXENCIAL WEALTH ADVISORS, LLC: ET position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 98,143 ET 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 98,143 shares
    Change vs previous 13F +3,077 shares

    0.06% of the 13F portfolio, value $1,894,157.

    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 95,066 shares
    Change vs previous 13F +3,364 shares

    0.05% of the 13F portfolio, value $1,567,636.

    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 91,702 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $1,573,604.

    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 91,689 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $1,662,319.

    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 91,677 shares
    Change vs previous 13F +783 shares

    0.06% of the 13F portfolio, value $1,704,273.

    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 90,894 shares
    Change vs previous 13F +901 shares

    0.07% of the 13F portfolio, value $1,780,619.

    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 89,993 shares
    Change vs previous 13F +504 shares

    0.05% of the 13F portfolio, value $1,444,385.

    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 89,489 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,451,514.

    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).