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EXENCIAL WEALTH ADVISORS, LLC: FISV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 76,160 FISV 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 76,160 shares
    Change vs previous 13F +14,006 shares

    0.13% of the 13F portfolio, value $4,249,706.

    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 62,154 shares
    Change vs previous 13F +58,551 shares

    0.13% of the 13F portfolio, value $4,174,882.

    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 3,603 shares
    Change vs previous 13F +527 shares

    0.02% of the 13F portfolio, value $464,561.

    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 3,076 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $530,368.

    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).