Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: FNDX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 184,682 FNDX 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 184,682 shares
    Change vs previous 13F -9,414 shares

    0.16% of the 13F portfolio, value $5,143,398.

    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 194,096 shares
    Change vs previous 13F +5,622 shares

    0.17% of the 13F portfolio, value $5,281,340.

    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 188,474 shares
    Change vs previous 13F -1,012 shares

    0.16% of the 13F portfolio, value $4,956,862.

    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 189,486 shares
    Change vs previous 13F +175 shares

    0.16% of the 13F portfolio, value $4,649,978.

    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 189,311 shares
    Change vs previous 13F -3,158 shares

    0.17% of the 13F portfolio, value $4,469,643.

    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 192,469 shares
    Change vs previous 13F +126,860 shares

    0.17% of the 13F portfolio, value $4,557,664.

    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 65,609 shares
    Change vs previous 13F -2,562 shares

    0.17% of the 13F portfolio, value $4,708,102.

    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 68,171 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,566,079.

    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).