Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: HYD position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 25,038 HYD 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 25,038 shares
    Change vs previous 13F +1,538 shares

    0.04% of the 13F portfolio, value $1,255,429.

    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 23,500 shares
    Change vs previous 13F -389 shares

    0.04% of the 13F portfolio, value $1,201,345.

    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 23,889 shares
    Change vs previous 13F +3,990 shares

    0.04% of the 13F portfolio, value $1,215,975.

    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 19,899 shares
    Change vs previous 13F -2,609 shares

    0.04% of the 13F portfolio, value $999,129.

    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 22,508 shares
    Change vs previous 13F -83 shares

    0.04% of the 13F portfolio, value $1,151,960.

    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 22,591 shares
    Change vs previous 13F +452 shares

    0.04% of the 13F portfolio, value $1,172,699.

    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 22,139 shares
    Change vs previous 13F -3,098 shares

    0.04% of the 13F portfolio, value $1,174,931.

    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 25,237 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,303,504.

    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).