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EXENCIAL WEALTH ADVISORS, LLC: EWH position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 57,943 EWH 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 57,943 shares
    Change vs previous 13F +5,083 shares

    0.04% of the 13F portfolio, value $1,337,907.

    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 52,860 shares
    Change vs previous 13F +2,538 shares

    0.04% of the 13F portfolio, value $1,123,284.

    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 50,322 shares
    Change vs previous 13F +3,386 shares

    0.04% of the 13F portfolio, value $1,084,434.

    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 46,936 shares
    Change vs previous 13F +2,987 shares

    0.03% of the 13F portfolio, value $932,153.

    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 43,949 shares
    Change vs previous 13F +2,557 shares

    0.03% of the 13F portfolio, value $769,543.

    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 41,392 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $689,587.

    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).