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EXENCIAL WEALTH ADVISORS, LLC: FBTC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 80,117 FBTC 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 80,117 shares
    Change vs previous 13F -22,374 shares

    0.15% of the 13F portfolio, value $4,729,311.

    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 102,491 shares
    Change vs previous 13F +1,256 shares

    0.25% of the 13F portfolio, value $7,812,903.

    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 101,235 shares
    Change vs previous 13F +18,554 shares

    0.33% of the 13F portfolio, value $10,104,284.

    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 82,681 shares
    Change vs previous 13F +5,451 shares

    0.27% of the 13F portfolio, value $7,771,188.

    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 77,230 shares
    Change vs previous 13F -25,649 shares

    0.21% of the 13F portfolio, value $5,558,244.

    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 102,879 shares
    Change vs previous 13F +54,264 shares

    0.31% of the 13F portfolio, value $8,392,869.

    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 48,615 shares
    Change vs previous 13F +30,828 shares

    0.1% of the 13F portfolio, value $2,699,591.

    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 17,787 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $933,107.

    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).