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EXENCIAL WEALTH ADVISORS, LLC: FTSL position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 84,704 FTSL 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 84,704 shares
    Change vs previous 13F +3,354 shares

    0.12% of the 13F portfolio, value $3,794,753.

    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 81,350 shares
    Change vs previous 13F -15,047 shares

    0.12% of the 13F portfolio, value $3,732,347.

    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 96,397 shares
    Change vs previous 13F -923 shares

    0.14% of the 13F portfolio, value $4,418,860.

    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 97,320 shares
    Change vs previous 13F -2,591 shares

    0.16% of the 13F portfolio, value $4,466,035.

    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 99,911 shares
    Change vs previous 13F -1,768 shares

    0.17% of the 13F portfolio, value $4,560,936.

    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 101,679 shares
    Change vs previous 13F -1,105 shares

    0.17% of the 13F portfolio, value $4,701,654.

    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 102,784 shares
    Change vs previous 13F +3,979 shares

    0.17% of the 13F portfolio, value $4,716,764.

    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 98,805 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,516,357.

    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).