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EXENCIAL WEALTH ADVISORS, LLC: IEFA position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 187,765 IEFA 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 187,765 shares
    Change vs previous 13F -3,778 shares

    0.53% of the 13F portfolio, value $16,998,331.

    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 191,543 shares
    Change vs previous 13F -1,377 shares

    0.54% of the 13F portfolio, value $17,135,457.

    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 192,920 shares
    Change vs previous 13F -5,082 shares

    0.55% of the 13F portfolio, value $16,843,868.

    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 198,002 shares
    Change vs previous 13F -9,210 shares

    0.58% of the 13F portfolio, value $16,529,211.

    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 207,212 shares
    Change vs previous 13F -3,152 shares

    0.58% of the 13F portfolio, value $15,675,576.

    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 210,364 shares
    Change vs previous 13F -6,304 shares

    0.54% of the 13F portfolio, value $14,784,369.

    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 216,668 shares
    Change vs previous 13F -11,110 shares

    0.61% of the 13F portfolio, value $16,910,960.

    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 227,778 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $16,545,781.

    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).