Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: HLN position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 213,938 HLN 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 213,938 shares
    Change vs previous 13F +14,719 shares

    0.07% of the 13F portfolio, value $2,141,519.

    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 199,219 shares
    Change vs previous 13F +7,670 shares

    0.06% of the 13F portfolio, value $2,014,109.

    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 191,549 shares
    Change vs previous 13F -9,607 shares

    0.06% of the 13F portfolio, value $1,718,198.

    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 201,156 shares
    Change vs previous 13F -1,627 shares

    0.07% of the 13F portfolio, value $2,085,991.

    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 202,783 shares
    Change vs previous 13F -845,384 shares

    0.08% of the 13F portfolio, value $2,086,633.

    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 1,048,167 shares
    Change vs previous 13F -17,434 shares

    0.37% of the 13F portfolio, value $9,999,516.

    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 1,065,601 shares
    Change vs previous 13F -26,292 shares

    0.41% of the 13F portfolio, value $11,274,057.

    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 1,091,893 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $9,019,035.

    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).