Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: GOOG position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 209,963 GOOG 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 209,963 shares
    Change vs previous 13F -11,132 shares

    1.87% of the 13F portfolio, value $60,230,077.

    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 221,095 shares
    Change vs previous 13F -38,276 shares

    2.2% of the 13F portfolio, value $69,379,666.

    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 259,371 shares
    Change vs previous 13F -1,700 shares

    2.06% of the 13F portfolio, value $63,169,924.

    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 261,071 shares
    Change vs previous 13F -10,926 shares

    1.63% of the 13F portfolio, value $46,311,390.

    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 271,997 shares
    Change vs previous 13F +240 shares

    1.57% of the 13F portfolio, value $42,494,056.

    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 271,757 shares
    Change vs previous 13F -26,404 shares

    1.91% of the 13F portfolio, value $51,753,394.

    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 298,161 shares
    Change vs previous 13F -4,209 shares

    1.79% of the 13F portfolio, value $49,849,540.

    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 302,370 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $55,460,731.

    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).