Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: HYS position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 64,354 HYS 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 64,354 shares
    Change vs previous 13F +4,419 shares

    0.19% of the 13F portfolio, value $6,002,306.

    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 59,935 shares
    Change vs previous 13F -1,893 shares

    0.18% of the 13F portfolio, value $5,683,082.

    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 61,828 shares
    Change vs previous 13F -5,794 shares

    0.19% of the 13F portfolio, value $5,915,696.

    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 67,622 shares
    Change vs previous 13F -16,710 shares

    0.23% of the 13F portfolio, value $6,424,720.

    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 84,332 shares
    Change vs previous 13F +3,336 shares

    0.29% of the 13F portfolio, value $7,898,522.

    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 80,996 shares
    Change vs previous 13F +3,681 shares

    0.28% of the 13F portfolio, value $7,587,699.

    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 77,315 shares
    Change vs previous 13F +1,784 shares

    0.27% of the 13F portfolio, value $7,383,620.

    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 75,531 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,001,705.

    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).