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EXENCIAL WEALTH ADVISORS, LLC: ING position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 87,051 ING 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 87,051 shares
    Change vs previous 13F +7,241 shares

    0.07% of the 13F portfolio, value $2,267,691.

    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 79,810 shares
    Change vs previous 13F +4,046 shares

    0.07% of the 13F portfolio, value $2,234,674.

    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 75,764 shares
    Change vs previous 13F +27,719 shares

    0.06% of the 13F portfolio, value $1,975,913.

    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 48,045 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,050,745.

    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).