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EXENCIAL WEALTH ADVISORS, LLC: IAGG position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 97,232 IAGG 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 97,232 shares
    Change vs previous 13F -7,188 shares

    0.15% of the 13F portfolio, value $4,865,489.

    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 104,420 shares
    Change vs previous 13F +55 shares

    0.17% of the 13F portfolio, value $5,222,052.

    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 104,365 shares
    Change vs previous 13F -1,750 shares

    0.17% of the 13F portfolio, value $5,346,635.

    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 106,115 shares
    Change vs previous 13F -5,629 shares

    0.19% of the 13F portfolio, value $5,421,431.

    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 111,744 shares
    Change vs previous 13F -1,873 shares

    0.21% of the 13F portfolio, value $5,586,098.

    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 113,617 shares
    Change vs previous 13F +90 shares

    0.21% of the 13F portfolio, value $5,671,776.

    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 113,527 shares
    Change vs previous 13F -817 shares

    0.21% of the 13F portfolio, value $5,882,975.

    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 114,344 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,708,058.

    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).