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EXENCIAL WEALTH ADVISORS, LLC: FDLO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 76,254 FDLO 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 76,254 shares
    Change vs previous 13F -2,971 shares

    0.15% of the 13F portfolio, value $4,925,253.

    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 79,225 shares
    Change vs previous 13F -1,420 shares

    0.17% of the 13F portfolio, value $5,288,266.

    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 80,645 shares
    Change vs previous 13F +2,359 shares

    0.17% of the 13F portfolio, value $5,312,100.

    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 78,286 shares
    Change vs previous 13F -6,262 shares

    0.17% of the 13F portfolio, value $4,916,392.

    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 84,548 shares
    Change vs previous 13F -555 shares

    0.19% of the 13F portfolio, value $5,125,327.

    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 85,103 shares
    Change vs previous 13F +885 shares

    0.19% of the 13F portfolio, value $5,156,374.

    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 84,218 shares
    Change vs previous 13F +971 shares

    0.19% of the 13F portfolio, value $5,166,746.

    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 83,247 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,748,415.

    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).