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EXENCIAL WEALTH ADVISORS, LLC: INVX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 25,531 INVX 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 25,531 shares
    Change vs previous 13F -3,300 shares

    0.02% of the 13F portfolio, value $622,702.

    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 28,831 shares
    Change vs previous 13F -3,970 shares

    0.02% of the 13F portfolio, value $630,534.

    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 32,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $608,131.

    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).