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EXENCIAL WEALTH ADVISORS, LLC: IEMG position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 545,669 IEMG 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 545,669 shares
    Change vs previous 13F +25,847 shares

    1.18% of the 13F portfolio, value $38,060,434.

    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 519,822 shares
    Change vs previous 13F +17,581 shares

    1.11% of the 13F portfolio, value $34,942,443.

    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 502,241 shares
    Change vs previous 13F +9,919 shares

    1.08% of the 13F portfolio, value $33,107,753.

    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 492,322 shares
    Change vs previous 13F +22,278 shares

    1.04% of the 13F portfolio, value $29,554,060.

    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 470,044 shares
    Change vs previous 13F +23,822 shares

    0.94% of the 13F portfolio, value $25,368,280.

    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 446,222 shares
    Change vs previous 13F +14,417 shares

    0.86% of the 13F portfolio, value $23,301,694.

    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 431,805 shares
    Change vs previous 13F +41,281 shares

    0.89% of the 13F portfolio, value $24,789,940.

    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 390,524 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $20,904,734.

    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).