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EXENCIAL WEALTH ADVISORS, LLC: IJT position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 4,310 IJT 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 4,310 shares
    Change vs previous 13F -536 shares

    0.02% of the 13F portfolio, value $623,639.

    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 4,846 shares
    Change vs previous 13F +207 shares

    0.02% of the 13F portfolio, value $684,072.

    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 4,639 shares
    Change vs previous 13F -532 shares

    0.02% of the 13F portfolio, value $656,380.

    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 5,171 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $688,008.

    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 5,167 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $643,294.

    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 5,163 shares
    Change vs previous 13F -2,318 shares

    0.03% of the 13F portfolio, value $698,937.

    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 7,481 shares
    Change vs previous 13F -3,565 shares

    0.04% of the 13F portfolio, value $1,043,551.

    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 11,046 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,418,635.

    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).