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EXENCIAL WEALTH ADVISORS, LLC: HUM position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 6,455 HUM 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 6,455 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $1,119,266.

    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 6,385 shares
    Change vs previous 13F -520 shares

    0.05% of the 13F portfolio, value $1,635,319.

    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 6,905 shares
    Change vs previous 13F +195 shares

    0.06% of the 13F portfolio, value $1,796,490.

    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 6,710 shares
    Change vs previous 13F -290 shares

    0.06% of the 13F portfolio, value $1,640,372.

    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 7,000 shares
    Change vs previous 13F -1,018 shares

    0.07% of the 13F portfolio, value $1,852,188.

    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 8,018 shares
    Change vs previous 13F -302 shares

    0.07% of the 13F portfolio, value $2,034,350.

    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 8,320 shares
    Change vs previous 13F -114 shares

    0.09% of the 13F portfolio, value $2,635,401.

    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 8,434 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,151,253.

    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).