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EXENCIAL WEALTH ADVISORS, LLC: IJS position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 279,650 IJS 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 279,650 shares
    Change vs previous 13F -3,264 shares

    1.03% of the 13F portfolio, value $33,124,560.

    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 282,914 shares
    Change vs previous 13F -3,390 shares

    1.02% of the 13F portfolio, value $32,173,032.

    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 286,304 shares
    Change vs previous 13F -3,914 shares

    1.03% of the 13F portfolio, value $31,662,359.

    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 290,218 shares
    Change vs previous 13F -5,518 shares

    1.02% of the 13F portfolio, value $28,873,758.

    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 295,736 shares
    Change vs previous 13F -3,717 shares

    1.07% of the 13F portfolio, value $28,828,354.

    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 299,453 shares
    Change vs previous 13F -8,079 shares

    1.2% of the 13F portfolio, value $32,523,590.

    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 307,532 shares
    Change vs previous 13F -15,918 shares

    1.19% of the 13F portfolio, value $33,108,858.

    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 323,450 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $31,461,977.

    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).