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EXENCIAL WEALTH ADVISORS, LLC: GSK position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 55,198 GSK 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 55,198 shares
    Change vs previous 13F +3,736 shares

    0.09% of the 13F portfolio, value $3,046,372.

    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 51,462 shares
    Change vs previous 13F +506 shares

    0.08% of the 13F portfolio, value $2,523,682.

    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 50,956 shares
    Change vs previous 13F +3,251 shares

    0.07% of the 13F portfolio, value $2,199,257.

    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 47,705 shares
    Change vs previous 13F +809 shares

    0.06% of the 13F portfolio, value $1,831,878.

    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 46,896 shares
    Change vs previous 13F +1,028 shares

    0.07% of the 13F portfolio, value $1,816,770.

    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 45,868 shares
    Change vs previous 13F -3,070 shares

    0.06% of the 13F portfolio, value $1,551,242.

    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 48,938 shares
    Change vs previous 13F +321 shares

    0.07% of the 13F portfolio, value $2,000,594.

    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 48,617 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,871,772.

    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).