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EXENCIAL WEALTH ADVISORS, LLC: FNDE position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 273,070 FNDE 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 273,070 shares
    Change vs previous 13F -8,154 shares

    0.32% of the 13F portfolio, value $10,447,649.

    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 281,224 shares
    Change vs previous 13F -2,829 shares

    0.32% of the 13F portfolio, value $10,140,953.

    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 284,053 shares
    Change vs previous 13F -6,232 shares

    0.33% of the 13F portfolio, value $10,271,360.

    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 290,285 shares
    Change vs previous 13F -5,938 shares

    0.34% of the 13F portfolio, value $9,582,311.

    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 296,223 shares
    Change vs previous 13F -7,539 shares

    0.34% of the 13F portfolio, value $9,123,668.

    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 303,762 shares
    Change vs previous 13F +2,622 shares

    0.32% of the 13F portfolio, value $8,824,275.

    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 301,140 shares
    Change vs previous 13F -11,343 shares

    0.35% of the 13F portfolio, value $9,717,777.

    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 312,483 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,240,131.

    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).