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EXENCIAL WEALTH ADVISORS, LLC: IVV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 49,402 IVV 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 49,402 shares
    Change vs previous 13F -2,474 shares

    1% of the 13F portfolio, value $32,269,839.

    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 51,876 shares
    Change vs previous 13F -1,526 shares

    1.13% of the 13F portfolio, value $35,531,868.

    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 53,402 shares
    Change vs previous 13F -216 shares

    1.16% of the 13F portfolio, value $35,741,677.

    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 53,618 shares
    Change vs previous 13F -4,249 shares

    1.17% of the 13F portfolio, value $33,291,596.

    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 57,867 shares
    Change vs previous 13F -416 shares

    1.2% of the 13F portfolio, value $32,515,489.

    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 58,283 shares
    Change vs previous 13F +452 shares

    1.26% of the 13F portfolio, value $34,310,285.

    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 57,831 shares
    Change vs previous 13F -1,195 shares

    1.2% of the 13F portfolio, value $33,358,092.

    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 59,026 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $32,301,046.

    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).