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EXENCIAL WEALTH ADVISORS, LLC: HDB position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 52,290 HDB 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 52,290 shares
    Change vs previous 13F +3,735 shares

    0.04% of the 13F portfolio, value $1,300,981.

    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 48,555 shares
    Change vs previous 13F +2,301 shares

    0.06% of the 13F portfolio, value $1,774,208.

    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 46,254 shares
    Change vs previous 13F +24,476 shares

    0.05% of the 13F portfolio, value $1,580,051.

    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 21,778 shares
    Change vs previous 13F +1,553 shares

    0.06% of the 13F portfolio, value $1,669,724.

    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 20,225 shares
    Change vs previous 13F +870 shares

    0.05% of the 13F portfolio, value $1,343,769.

    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 19,355 shares
    Change vs previous 13F +660 shares

    0.05% of the 13F portfolio, value $1,236,030.

    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 18,695 shares
    Change vs previous 13F +879 shares

    0.04% of the 13F portfolio, value $1,169,531.

    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 17,816 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,146,112.

    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).