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EXENCIAL WEALTH ADVISORS, LLC: FNDA position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 204,729 FNDA 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 204,729 shares
    Change vs previous 13F -1,381 shares

    0.21% of the 13F portfolio, value $6,639,367.

    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 206,110 shares
    Change vs previous 13F +2,398 shares

    0.21% of the 13F portfolio, value $6,494,517.

    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 203,712 shares
    Change vs previous 13F -3,894 shares

    0.21% of the 13F portfolio, value $6,347,672.

    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 207,606 shares
    Change vs previous 13F -2,525 shares

    0.21% of the 13F portfolio, value $5,947,923.

    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 210,131 shares
    Change vs previous 13F +2,910 shares

    0.21% of the 13F portfolio, value $5,755,480.

    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 207,221 shares
    Change vs previous 13F +101,935 shares

    0.23% of the 13F portfolio, value $6,154,463.

    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 105,286 shares
    Change vs previous 13F -2,553 shares

    0.23% of the 13F portfolio, value $6,271,890.

    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 107,839 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,922,495.

    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).