EXENCIAL WEALTH ADVISORS, LLC: HSBC position timeline

EXENCIAL WEALTH ADVISORS, LLC held 31,948 HSBC 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 31,948 shares

   Change vs previous 13F +3,042 shares

   0.08% of the 13F portfolio, value $2,635,371.

   13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 28,906 shares

   Change vs previous 13F +1,523 shares

   0.07% of the 13F portfolio, value $2,274,072.

   13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 27,383 shares

   Change vs previous 13F +2,178 shares

   0.06% of the 13F portfolio, value $1,943,675.

   13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 25,205 shares

   Change vs previous 13F +8,506 shares

   0.05% of the 13F portfolio, value $1,532,196.

   13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 16,699 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $959,028.

   13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).