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EXENCIAL WEALTH ADVISORS, LLC: FNDC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 556,861 FNDC 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 556,861 shares
    Change vs previous 13F -18,401 shares

    0.8% of the 13F portfolio, value $25,816,073.

    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 575,262 shares
    Change vs previous 13F -4,017 shares

    0.81% of the 13F portfolio, value $25,627,909.

    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 579,279 shares
    Change vs previous 13F -11,143 shares

    0.84% of the 13F portfolio, value $25,783,694.

    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 590,422 shares
    Change vs previous 13F -16,386 shares

    0.87% of the 13F portfolio, value $24,827,238.

    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 606,808 shares
    Change vs previous 13F -9,856 shares

    0.81% of the 13F portfolio, value $21,966,463.

    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 616,664 shares
    Change vs previous 13F +7,444 shares

    0.78% of the 13F portfolio, value $21,052,922.

    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 609,220 shares
    Change vs previous 13F -60,989 shares

    0.84% of the 13F portfolio, value $23,241,727.

    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 670,209 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $23,296,456.

    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).