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EXENCIAL WEALTH ADVISORS, LLC: EW position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 3,041 EW 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 3,041 shares
    Change vs previous 13F -2,082 shares

    0.01% of the 13F portfolio, value $243,506.

    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 5,123 shares
    Change vs previous 13F -140,392 shares

    0.01% of the 13F portfolio, value $436,746.

    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 145,515 shares
    Change vs previous 13F -449 shares

    0.37% of the 13F portfolio, value $11,316,714.

    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 145,964 shares
    Change vs previous 13F -6,923 shares

    0.4% of the 13F portfolio, value $11,415,845.

    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 152,887 shares
    Change vs previous 13F +74 shares

    0.41% of the 13F portfolio, value $11,081,250.

    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 152,813 shares
    Change vs previous 13F -3,207 shares

    0.42% of the 13F portfolio, value $11,312,780.

    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 156,020 shares
    Change vs previous 13F +146,477 shares

    0.37% of the 13F portfolio, value $10,295,760.

    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 9,543 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $881,487.

    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).