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EXENCIAL WEALTH ADVISORS, LLC: EVRG position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 160,453 EVRG 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 160,453 shares
    Change vs previous 13F -7,043 shares

    0.41% of the 13F portfolio, value $13,144,328.

    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 167,496 shares
    Change vs previous 13F -3,850 shares

    0.38% of the 13F portfolio, value $12,141,776.

    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 171,346 shares
    Change vs previous 13F -1,909 shares

    0.42% of the 13F portfolio, value $13,025,731.

    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 173,255 shares
    Change vs previous 13F -8,243 shares

    0.42% of the 13F portfolio, value $11,942,465.

    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 181,498 shares
    Change vs previous 13F -1,163 shares

    0.46% of the 13F portfolio, value $12,514,281.

    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 182,661 shares
    Change vs previous 13F -5,096 shares

    0.41% of the 13F portfolio, value $11,242,793.

    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 187,757 shares
    Change vs previous 13F -6,806 shares

    0.42% of the 13F portfolio, value $11,642,840.

    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 194,563 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,305,999.

    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).