EXENCIAL WEALTH ADVISORS, LLC: FIX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 311 FIX shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

period ended2026-03-31
13F 311 shares
Change vs previous 13F +11 shares
0.01% of the 13F portfolio, value $428,866.
13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 300 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $279,987.
13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).