Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: GIS position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 19,549 GIS 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 19,549 shares
    Change vs previous 13F +379 shares

    0.02% of the 13F portfolio, value $727,608.

    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 19,170 shares
    Change vs previous 13F +875 shares

    0.03% of the 13F portfolio, value $891,384.

    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 18,295 shares
    Change vs previous 13F +1,872 shares

    0.03% of the 13F portfolio, value $922,451.

    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 16,423 shares
    Change vs previous 13F -397 shares

    0.03% of the 13F portfolio, value $850,862.

    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 16,820 shares
    Change vs previous 13F -595 shares

    0.04% of the 13F portfolio, value $1,005,678.

    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 17,415 shares
    Change vs previous 13F -384 shares

    0.04% of the 13F portfolio, value $1,110,524.

    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 17,799 shares
    Change vs previous 13F -1,420 shares

    0.05% of the 13F portfolio, value $1,314,449.

    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 19,219 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,215,779.

    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).