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EXENCIAL WEALTH ADVISORS, LLC: GOOGL position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 65,209 GOOGL 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 65,209 shares
    Change vs previous 13F -3,263 shares

    0.58% of the 13F portfolio, value $18,751,567.

    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 68,472 shares
    Change vs previous 13F -17,782 shares

    0.68% of the 13F portfolio, value $21,431,617.

    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 86,254 shares
    Change vs previous 13F +735 shares

    0.68% of the 13F portfolio, value $20,968,416.

    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 85,519 shares
    Change vs previous 13F -1,656 shares

    0.53% of the 13F portfolio, value $15,070,965.

    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 87,175 shares
    Change vs previous 13F -953 shares

    0.5% of the 13F portfolio, value $13,480,784.

    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 88,128 shares
    Change vs previous 13F -15,204 shares

    0.61% of the 13F portfolio, value $16,682,637.

    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 103,332 shares
    Change vs previous 13F -8,321 shares

    0.62% of the 13F portfolio, value $17,137,541.

    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 111,653 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $20,337,519.

    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).